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Kerr Financial Planning’s Morningstar MORN Stock Holding History

Kerr Financial Planning’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 		$3.87K Hold
25
– – ﹤0.01% 444
2026
Q1 		$4.52K Buy
25
+1
+4% +$186 ﹤0.01% 426
2025
Q4 		$4.21K Sell
24
-1
-4% -$217 0.01% 426
2025
Q3 		$5.17K Buy
+25
New +$6.66K 0.01% 418

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

Kerr Financial Planning's MORN Position: Q2 2026 in Review

Kerr Financial Planning held its Morningstar (MORN) position steady in Q2 2026 at 25 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Kerr Financial Planning first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.17K in Q3 2025. 416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Kerr Financial Planning held 25 shares of Morningstar worth $3.87K as of Q2 2026.
  • Kerr Financial Planning left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #444 holding.
  • Kerr Financial Planning first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Morningstar position peaked at $5.17K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.