LPL Financial
MORN icon

LPL Financial’s Morningstar MORN Stock Holding History

LPL 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 		$1.94M Sell
12,407
-3,240
-21% -$563K ﹤0.01% 3779
2026
Q1 		$2.65M Buy
15,647
+5,463
+54% +$1.01M ﹤0.01% 3238
2025
Q4 		$2.21M Buy
10,184
+1,474
+17% +$319K ﹤0.01% 3307
2025
Q3 		$2.02M Buy
8,710
+2,395
+38% +$638K ﹤0.01% 3310
2025
Q2 		$1.98M Buy
6,315
+479
+8% +$142K ﹤0.01% 3128
2025
Q1 		$1.75M Buy
5,836
+744
+15% +$234K ﹤0.01% 3074
2024
Q4 		$1.71M Buy
5,092
+610
+14% +$208K ﹤0.01% 3001
2024
Q3 		$1.43M Buy
4,482
+452
+11% +$140K ﹤0.01% 3048
2024
Q2 		$1.19M Buy
4,030
+429
+12% +$127K ﹤0.01% 3089
2024
Q1 		$1.11M Sell
3,601
-3,876
-52% -$1.12M ﹤0.01% 3077
2023
Q4 		$2.14M Buy
7,477
+1,714
+30% +$447K ﹤0.01% 2356
2023
Q3 		$1.35M Buy
5,763
+1,814
+46% +$410K ﹤0.01% 2643
2023
Q2 		$774K Buy
3,949
+1,350
+52% +$267K ﹤0.01% 3074
2023
Q1 		$528K Buy
2,599
+831
+47% +$183K ﹤0.01% 3275
2022
Q4 		$383K Buy
1,768
+145
+9% +$33.1K ﹤0.01% 3481
2022
Q3 		$345K Sell
1,623
-337
-17% -$80.1K ﹤0.01% 3464
2022
Q2 		$474K Sell
1,960
-42
-2% -$10.6K ﹤0.01% 3254
2022
Q1 		$547K Sell
2,002
-509
-20% -$144K ﹤0.01% 3132
2021
Q4 		$859K Sell
2,511
-85
-3% -$26.3K ﹤0.01% 2795
2021
Q3 		$673K Buy
2,596
+1,047
+68% +$275K ﹤0.01% 2948
2021
Q2 		$398K Buy
1,549
+543
+54% +$132K ﹤0.01% 3352
2021
Q1 		$226K Buy
1,006
+53
+6% +$12.4K ﹤0.01% 3676
2020
Q4 		$221K Buy
+953
New +$189K ﹤0.01% 3446

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

LPL Financial's MORN Position: Q2 2026 in Review

LPL Financial reduced its Morningstar (MORN) stake by 21% in Q2 2026, selling an estimated $563K and leaving 12,407 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3779.

LPL Financial first reported a position in MORN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.65M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • LPL Financial held 12,407 shares of Morningstar worth $1.94M as of Q2 2026.
  • LPL Financial sold 3,240 Morningstar shares in Q2 2026, an estimated $563K.
  • Morningstar made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3779 holding.
  • LPL Financial first reported a position in Morningstar in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Morningstar position peaked at $2.65M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.