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Integrated Wealth Concepts’s Morningstar MORN Stock Holding History

Integrated Wealth Concepts’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$636K Buy
4,076
+1,533
+60% +$266K ﹤0.01% 1631
2026
Q1 		$430K Buy
2,543
+1,462
+135% +$272K ﹤0.01% 1633
2025
Q4 		$235K Buy
+1,081
New +$234K ﹤0.01% 1438
2025
Q3 		– Sell
-3,015
Closed -$947K – 2057
2025
Q2 		$947K Buy
3,015
+852
+39% +$252K 0.01% 953
2025
Q1 		$649K Buy
+2,163
New +$681K 0.01% 1034

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's MORN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Morningstar (MORN) stake by 60% in Q2 2026, buying an estimated $266K and bringing the position to 4,076 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Integrated Wealth Concepts first reported a position in MORN in Q1 2025 and has held it in 5 quarters since. The position peaked at $947K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Integrated Wealth Concepts held 4,076 shares of Morningstar worth $636K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,533 Morningstar shares in Q2 2026, an estimated $266K.
  • Morningstar made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1631 holding.
  • Integrated Wealth Concepts first reported a position in Morningstar in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Morningstar position peaked at $947K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.