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Measured Wealth Private Client Group’s Morningstar MORN Stock Holding History

Measured Wealth Private Client Group’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
-95
Closed -$20.6K – 758
2025
Q4 		$20.6K Sell
95
-17
-15% -$3.68K 0.01% 473
2025
Q3 		$26K Buy
+112
New +$29.9K 0.01% 422

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Measured Wealth Private Client Group's MORN Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Morningstar (MORN) in Q1 2026, closing a stake of 95 shares — an estimated $20.6K sold.

Measured Wealth Private Client Group first reported a position in MORN in Q3 2025 and held it in 2 quarters. The position peaked at $26K in Q3 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 95 Morningstar shares in Q1 2026, an estimated $20.6K.
  • Measured Wealth Private Client Group first reported a position in Morningstar in Q3 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Morningstar position peaked at $26K in Q3 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.