Janney Montgomery Scott
MORN icon

Janney Montgomery Scott’s Morningstar MORN Stock Holding History

Janney Montgomery Scott’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 		$319K Sell
2,045
-191
-9% -$33.2K ﹤0.01% 2694
2026
Q1 		$378K Buy
+2,236
New +$415K ﹤0.01% 2232
2025
Q4 		– Sell
-1,710
Closed -$397K – 2980
2025
Q3 		$397K Sell
1,710
-818
-32% -$218K ﹤0.01% 2309
2025
Q2 		$794K Sell
2,528
-754
-23% -$223K ﹤0.01% 1737
2025
Q1 		$984K Sell
3,282
-164
-5% -$51.6K ﹤0.01% 1551
2024
Q4 		$1.16M Buy
3,446
+163
+5% +$55.6K ﹤0.01% 1455
2024
Q3 		$1.05M Buy
3,283
+407
+14% +$126K ﹤0.01% 1474
2024
Q2 		$851K Sell
2,876
-182
-6% -$53.9K ﹤0.01% 1534
2024
Q1 		$943K Sell
3,058
-180
-6% -$51.8K ﹤0.01% 1560
2023
Q4 		$927K Sell
3,238
-56
-2% -$14.6K ﹤0.01% 1490
2023
Q3 		$772K Sell
3,294
-41
-1% -$9.26K ﹤0.01% 1484
2023
Q2 		$654K Buy
3,335
+503
+18% +$99.6K ﹤0.01% 1674
2023
Q1 		$575K Sell
2,832
-30
-1% -$6.6K ﹤0.01% 1638
2022
Q4 		$620K Sell
2,862
-27
-0.9% -$6.16K ﹤0.01% 1633
2022
Q3 		$613K Buy
2,889
+840
+41% +$200K ﹤0.01% 1571
2022
Q2 		$496K Buy
2,049
+198
+11% +$49.9K ﹤0.01% 1630
2022
Q1 		$506K Sell
1,851
-30
-2% -$8.48K ﹤0.01% 1604
2021
Q4 		$643K Buy
1,881
+6
+0.3% +$1.86K ﹤0.01% 1576
2021
Q3 		$486K Sell
1,875
-45
-2% -$11.8K ﹤0.01% 1675
2021
Q2 		$494K Sell
1,920
-9
-0.5% -$2.18K ﹤0.01% 1644
2021
Q1 		$434K Buy
1,929
+139
+8% +$32.6K ﹤0.01% 1632
2020
Q4 		$415K Sell
1,790
-383
-18% -$76.1K ﹤0.01% 1690
2020
Q3 		$349K Buy
2,173
+52
+2% +$8.21K ﹤0.01% 1619
2020
Q2 		$299K Sell
2,121
-80
-4% -$11.3K ﹤0.01% 1636
2020
Q1 		$256K Buy
+2,201
New +$319K ﹤0.01% 1566

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

Janney Montgomery Scott's MORN Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Morningstar (MORN) stake by 8.5% in Q2 2026, selling an estimated $33.2K and leaving 2,045 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Janney Montgomery Scott first reported a position in MORN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.16M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Janney Montgomery Scott held 2,045 shares of Morningstar worth $319K as of Q2 2026.
  • Janney Montgomery Scott sold 191 Morningstar shares in Q2 2026, an estimated $33.2K.
  • Morningstar made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2694 holding.
  • Janney Montgomery Scott first reported a position in Morningstar in Q1 2020 and has held it in 25 quarters since.
  • Janney Montgomery Scott's Morningstar position peaked at $1.16M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.