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MJT & Associates Financial Advisory’s Morningstar MORN Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$3.42K Sell
18
-16
-47% -$3.1K ﹤0.01% 307
2026
Q2 		$5.3K Buy
+34
New +$5.91K ﹤0.01% 279
2025
Q3 		– Sell
-34
Closed -$10.7K – 487
2025
Q2 		$10.7K Hold
34
– – 0.01% 204
2025
Q1 		$10.2K Buy
+34
New +$10.7K 0.01% 207

Other funds holding MORN

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's MORN Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Morningstar (MORN) stake by 47% in Q3 2026, selling an estimated $3.1K and leaving 18 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

MJT & Associates Financial Advisory first reported a position in MORN in Q1 2025 and has held it in 4 quarters since. The position peaked at $10.7K in Q2 2025. 21 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • MJT & Associates Financial Advisory held 18 shares of Morningstar worth $3.42K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 16 Morningstar shares in Q3 2026, an estimated $3.1K.
  • Morningstar made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #307 holding.
  • MJT & Associates Financial Advisory first reported a position in Morningstar in Q1 2025 and has held it in 4 quarters since.
  • MJT & Associates Financial Advisory's Morningstar position peaked at $10.7K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.