KF
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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
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

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

Krilogy Financial's MORN Position: Q2 2026 in Review

Krilogy Financial opened a new position in Morningstar (MORN) in Q2 2026: 2,013 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in MORN as recently as Q4 2025.

Krilogy Financial first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q3 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Krilogy Financial held 2,013 shares of Morningstar worth $314K as of Q2 2026.
  • Morningstar was a new Krilogy Financial position in Q2 2026.
  • Morningstar made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #805 holding.
  • Krilogy Financial first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Morningstar position peaked at $491K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.