Krilogy Financial
MORN icon

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
Q3 		$384K Sell
1,880
-133
-7% -$25.7K 0.01% 750
2026
Q2 		$314K Buy
+2,013
New +$350K 0.01% 805
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

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Chicago Capital
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DekaBank Deutsche Girozentrale
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State of Alaska Department of Revenue
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GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Cardinal Capital Management Inc (North Carolina)
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Y-Intercept (HK)
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Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Krilogy Financial's MORN Position: Q3 2026 in Review

Krilogy Financial reduced its Morningstar (MORN) stake by 6.6% in Q3 2026, selling an estimated $25.7K and leaving 1,880 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #750.

Krilogy Financial first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q3 2025. 102 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Krilogy Financial held 1,880 shares of Morningstar worth $384K as of Q3 2026.
  • Krilogy Financial sold 133 Morningstar shares in Q3 2026, an estimated $25.7K.
  • Morningstar made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #750 holding.
  • Krilogy Financial first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Morningstar position peaked at $491K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.