Krilogy Financial’s Morningstar MORN Stock Holding History

Krilogy Financial’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	-2,174	Closed	-$459K	–	1033
2025 Q4	$459K	Sell	2,174 -136	-6%	-$29.5K	0.02%	585
2025 Q3	$491K	Buy	+2,310	New	+$616K	0.02%	532

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Krilogy Financial's MORN Position: Q1 2026 in Review

Krilogy Financial sold out of Morningstar (MORN) in Q1 2026, closing a stake of 2,174 shares — an estimated $459K sold.

Krilogy Financial first reported a position in MORN in Q3 2025 and held it in 2 quarters. The position peaked at $491K in Q3 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Krilogy Financial reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 2,174 Morningstar shares in Q1 2026, an estimated $459K.
Krilogy Financial first reported a position in Morningstar in Q3 2025 and held it in 2 quarters.
Krilogy Financial's Morningstar position peaked at $491K in Q3 2025.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.