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MORN icon

NewEdge Advisors’s Morningstar MORN Stock Holding History

NewEdge Advisors’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 		$454K Buy
2,907
+1,416
+95% +$246K ﹤0.01% 2209
2026
Q1 		$252K Buy
1,491
+358
+32% +$66.5K ﹤0.01% 2461
2025
Q4 		$246K Buy
1,133
+1,055
+1,353% +$228K ﹤0.01% 2456
2025
Q3 		$18K Hold
78
– – ﹤0.01% 3157
2025
Q2 		$24.3K Buy
78
+1
+1% +$296 ﹤0.01% 2879
2025
Q1 		$23.2K Hold
77
– – ﹤0.01% 2812
2024
Q4 		$26.1K Hold
77
– – ﹤0.01% 2728
2024
Q3 		$24.7K Hold
77
– – ﹤0.01% 2660
2024
Q2 		$22.9K Sell
77
-14
-15% -$4.14K ﹤0.01% 2588
2024
Q1 		$28.1K Buy
91
+14
+18% +$4.03K ﹤0.01% 2498
2023
Q4 		$22.1K Hold
77
– – ﹤0.01% 2538
2023
Q3 		$18.1K Hold
77
– – ﹤0.01% 2403
2023
Q2 		$15.1K Hold
77
– – ﹤0.01% 2468
2023
Q1 		$15.6K Sell
77
-3,534
-98% -$777K ﹤0.01% 2424
2022
Q4 		$123K Buy
3,611
+661
+22% +$151K ﹤0.01% 1360
2022
Q3 		$626K Buy
+2,950
New +$702K 0.01% 861
2022
Q1 		– Sell
-914
Closed -$313K – 1443
2021
Q4 		$313K Buy
914
+40
+5% +$12.4K ﹤0.01% 1306
2021
Q3 		$226K Buy
874
+30
+4% +$7.88K 0.01% 1007
2021
Q2 		$217K Buy
+844
New +$205K 0.01% 1022
2020
Q4 		– Sell
-4,654
Closed -$748K – 1051
2020
Q3 		$748K Buy
4,654
+259
+6% +$40.9K 0.03% 456
2020
Q2 		$620K Buy
4,395
+1,203
+38% +$170K 0.02% 481
2020
Q1 		$371K Buy
3,192
+1,413
+79% +$205K 0.02% 541
2019
Q4 		$269K Buy
+1,779
New +$273K 0.01% 688

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

NewEdge Advisors's MORN Position: Q2 2026 in Review

NewEdge Advisors increased its Morningstar (MORN) stake by 95% in Q2 2026, buying an estimated $246K and bringing the position to 2,907 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

NewEdge Advisors first reported a position in MORN in Q4 2019 and has held it in 23 quarters since. The position peaked at $748K in Q3 2020. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • NewEdge Advisors held 2,907 shares of Morningstar worth $454K as of Q2 2026.
  • NewEdge Advisors bought 1,416 Morningstar shares in Q2 2026, an estimated $246K.
  • Morningstar made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2209 holding.
  • NewEdge Advisors first reported a position in Morningstar in Q4 2019 and has held it in 23 quarters since.
  • NewEdge Advisors's Morningstar position peaked at $748K in Q3 2020.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.