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Mirabella Financial Services’s Morningstar MORN Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,697
Closed -$287K – 991
2026
Q1 		$287K Sell
1,697
-1,828
-52% -$340K 0.03% 521
2025
Q4 		$766K Buy
+3,525
New +$763K 0.07% 147
2022
Q3 		– Sell
-1,634
Closed -$395K – 480
2022
Q2 		$395K Buy
+1,634
New +$412K 0.04% 286
2022
Q1 		– Sell
-3,630
Closed -$1.24M – 632
2021
Q4 		$1.24M Buy
+3,630
New +$1.12M 0.13% 148

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AQR Capital Management
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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
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Mirabella Financial Services's MORN Position: Q2 2026 in Review

Mirabella Financial Services sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,697 shares — an estimated $287K sold.

Mirabella Financial Services first reported a position in MORN in Q4 2021 and held it in 4 quarters. The position peaked at $1.24M in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Mirabella Financial Services reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,697 Morningstar shares in Q2 2026, an estimated $287K.
  • Mirabella Financial Services first reported a position in Morningstar in Q4 2021 and held it in 4 quarters.
  • Mirabella Financial Services's Morningstar position peaked at $1.24M in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.