JWCA
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J.W. Cole Advisors’s Morningstar MORN Stock Holding History

J.W. Cole Advisors’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 		$229K Buy
+1,465
New +$255K ﹤0.01% 1435
2026
Q1 		– Sell
-1,645
Closed -$357K – 1206
2025
Q4 		$357K Sell
1,645
-245
-13% -$53.1K 0.01% 1026
2025
Q3 		$438K Sell
1,890
-220
-10% -$58.6K 0.01% 1045
2025
Q2 		$663K Buy
2,110
+1
+0% +$296 0.01% 821
2025
Q1 		$633K Buy
+2,109
New +$664K 0.02% 698

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

J.W. Cole Advisors's MORN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Morningstar (MORN) in Q2 2026: 1,465 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1435 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MORN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MORN in Q1 2025 and has held it in 5 quarters since. The position peaked at $663K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • J.W. Cole Advisors held 1,465 shares of Morningstar worth $229K as of Q2 2026.
  • Morningstar was a new J.W. Cole Advisors position in Q2 2026.
  • Morningstar made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1435 holding.
  • J.W. Cole Advisors first reported a position in Morningstar in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Morningstar position peaked at $663K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.