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Kestra Private Wealth Services’s Morningstar MORN Stock Holding History

Kestra Private Wealth 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
2025
Q2 		– Sell
-689
Closed -$207K – 1651
2025
Q1 		$207K Sell
689
-489
-42% -$154K ﹤0.01% 1376
2024
Q4 		$397K Buy
1,178
+35
+3% +$11.9K 0.01% 1031
2024
Q3 		$365K Buy
1,143
+74
+7% +$23K 0.01% 1012
2024
Q2 		$316K Sell
1,069
-348
-25% -$103K 0.01% 1029
2024
Q1 		$437K Buy
1,417
+662
+88% +$191K 0.01% 861
2023
Q4 		$216K Buy
+755
New +$197K 0.01% 1084

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Millennium Management
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Wellington Management Group
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