KAS
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Kestra Advisory Services’s Morningstar MORN Stock Holding History

Kestra 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
Q1 		– Sell
-1,792
Closed -$389K – 3905
2025
Q4 		$389K Buy
1,792
+586
+49% +$127K ﹤0.01% 2335
2025
Q3 		$280K Buy
1,206
+465
+63% +$124K ﹤0.01% 2504
2025
Q2 		$233K Buy
+741
New +$219K ﹤0.01% 2556
2023
Q1 		– Sell
-980
Closed -$212K – 2228
2022
Q4 		$212K Buy
+980
New +$223K ﹤0.01% 1984

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kestra Advisory Services's MORN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,792 shares — an estimated $389K sold.

Kestra Advisory Services first reported a position in MORN in Q4 2022 and held it in 4 quarters. The position peaked at $389K in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,792 Morningstar shares in Q1 2026, an estimated $389K.
  • Kestra Advisory Services first reported a position in Morningstar in Q4 2022 and held it in 4 quarters.
  • Kestra Advisory Services's Morningstar position peaked at $389K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.