NWM
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Navigoe Wealth Management’s Morningstar MORN Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+1
New +$174 ﹤0.01% 881

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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

Navigoe Wealth Management's MORN Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Morningstar (MORN) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

417 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Navigoe Wealth Management held 1 share of Morningstar worth $0 as of Q2 2026.
  • Morningstar was a new Navigoe Wealth Management position in Q2 2026.
  • Morningstar made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #881 holding.
  • 417 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.