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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

NewEdge Advisors's MORN Position: Q1 2026 in Review

NewEdge Advisors increased its Morningstar (MORN) stake by 32% in Q1 2026, buying an estimated $66.5K and bringing the position to 1,491 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

NewEdge Advisors first reported a position in MORN in Q4 2019 and has held it in 22 quarters since. The position peaked at $748K in Q3 2020. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • NewEdge Advisors held 1,491 shares of Morningstar worth $252K as of Q1 2026.
  • NewEdge Advisors bought 358 Morningstar shares in Q1 2026, an estimated $66.5K.
  • Morningstar made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2461 holding.
  • NewEdge Advisors first reported a position in Morningstar in Q4 2019 and has held it in 22 quarters since.
  • NewEdge Advisors's Morningstar position peaked at $748K in Q3 2020.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.