Level Four Advisory Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Other funds holding MORN
Level Four Advisory Services's MORN Position: Q2 2026 in Review
Level Four Advisory Services reduced its Morningstar (MORN) stake by 3.2% in Q2 2026, selling an estimated $44.7K and leaving 7,818 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #411.
Level Four Advisory Services first reported a position in MORN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- Level Four Advisory Services held 7,818 shares of Morningstar worth $1.22M as of Q2 2026.
- Level Four Advisory Services sold 257 Morningstar shares in Q2 2026, an estimated $44.7K.
- Morningstar made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #411 holding.
- Level Four Advisory Services first reported a position in Morningstar in Q2 2024 and has held it in 9 quarters since.
- Level Four Advisory Services's Morningstar position peaked at $1.37M in Q1 2026.
- 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.