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Morton Brown Family Wealth’s Diamondback Energy FANG Stock Holding History

Morton Brown Family Wealth’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527 Buy
+3
New +$582 ﹤0.01% 366
2025
Q1 		– Sell
-100
Closed -$16.4K – 335
2024
Q4 		$16.4K Hold
100
– – 0.01% 147
2024
Q3 		$17.2K Buy
+100
New +$19.3K 0.01% 141

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morton Brown Family Wealth's FANG Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Diamondback Energy (FANG) in Q2 2026: 3 shares worth $527. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in FANG as recently as Q4 2024.

Morton Brown Family Wealth first reported a position in FANG in Q3 2024 and has held it in 3 quarters since. The position peaked at $17.2K in Q3 2024. 1,195 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Morton Brown Family Wealth held 3 shares of Diamondback Energy worth $527 as of Q2 2026.
  • Diamondback Energy was a new Morton Brown Family Wealth position in Q2 2026.
  • Diamondback Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #366 holding.
  • Morton Brown Family Wealth first reported a position in Diamondback Energy in Q3 2024 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Diamondback Energy position peaked at $17.2K in Q3 2024.
  • 1,195 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.