JFS Wealth Advisors’s Morningstar MORN Stock Holding History

JFS Wealth 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	$781	Hold	5	–	–	﹤0.01%	1867
2026 Q1	$846	Sell	5 -17	-77%	-$3.16K	﹤0.01%	1694
2025 Q4	$4.78K	Sell	22 -2	-8%	-$433	﹤0.01%	1254
2025 Q3	$5.57K	Sell	24 -1	-4%	-$267	﹤0.01%	1077
2025 Q2	$7.85K	Hold	25	–	–	﹤0.01%	946
2025 Q1	$7.5K	Hold	25	–	–	﹤0.01%	980
2024 Q4	$8.42K	Hold	25	–	–	﹤0.01%	907
2024 Q3	$7.98K	Buy	25 +1	+4%	+$311	﹤0.01%	935
2024 Q2	$7.1K	Hold	24	–	–	﹤0.01%	914
2024 Q1	$7.4K	Sell	24 -2	-8%	-$576	﹤0.01%	924
2023 Q4	$7.44K	Buy	26 +3	+13%	+$782	﹤0.01%	891
2023 Q3	$5.39K	Hold	23	–	–	﹤0.01%	964
2023 Q2	$4.51K	Buy	23 +17	+283%	+$3.37K	﹤0.01%	1050
2023 Q1	$1.22K	Sell	6 -18	-75%	-$3.96K	﹤0.01%	1525
2022 Q4	$5.2K	Sell	24 -5	-17%	-$1.14K	﹤0.01%	977
2022 Q3	$6K	Buy	29 +8	+38%	+$1.9K	﹤0.01%	928
2022 Q2	$5K	Buy	21 +7	+50%	+$1.76K	﹤0.01%	994
2022 Q1	$4K	Buy	14 +5	+56%	+$1.41K	﹤0.01%	1155
2021 Q4	$3K	Buy	+9	New	+$2.79K	﹤0.01%	967

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's MORN Position: Q2 2026 in Review

JFS Wealth Advisors held its Morningstar (MORN) position steady in Q2 2026 at 5 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

JFS Wealth Advisors first reported a position in MORN in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.42K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

JFS Wealth Advisors held 5 shares of Morningstar worth $781 as of Q2 2026.
JFS Wealth Advisors left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1867 holding.
JFS Wealth Advisors first reported a position in Morningstar in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Morningstar position peaked at $8.42K in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.