KFAS
MORN icon

Keating Financial Advisory Services’s Morningstar MORN Stock Holding History

Keating Financial Advisory Services’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 		$1.56K Sell
10
-4
-29% -$695 ﹤0.01% 2025
2026
Q1 		$2.37K Buy
14
+4
+40% +$743 ﹤0.01% 1780
2025
Q4 		$2.17K Buy
+10
New +$2.17K ﹤0.01% 1556

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

Keating Financial Advisory Services's MORN Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Morningstar (MORN) stake by 29% in Q2 2026, selling an estimated $695 and leaving 10 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Keating Financial Advisory Services first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Keating Financial Advisory Services held 10 shares of Morningstar worth $1.56K as of Q2 2026.
  • Keating Financial Advisory Services sold 4 Morningstar shares in Q2 2026, an estimated $695.
  • Morningstar made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2025 holding.
  • Keating Financial Advisory Services first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Morningstar position peaked at $2.37K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.