PCS
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Personal CFO Solutions’s Morningstar MORN Stock Holding History

Personal CFO Solutions’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 		$366K Buy
2,345
+505
+27% +$87.8K 0.05% 336
2026
Q1 		$311K Buy
1,840
+136
+8% +$25.3K 0.04% 365
2025
Q4 		$370K Buy
1,704
+804
+89% +$174K 0.06% 300
2025
Q3 		$209K Buy
+900
New +$240K 0.04% 475
2021
Q1 		– Sell
-1,008
Closed -$233K – 429
2020
Q4 		$233K Sell
1,008
-340
-25% -$67.5K 0.06% 316
2020
Q3 		$0 Buy
+1,348
New +$213K ﹤0.01% 262

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

Personal CFO Solutions's MORN Position: Q2 2026 in Review

Personal CFO Solutions increased its Morningstar (MORN) stake by 27% in Q2 2026, buying an estimated $87.8K and bringing the position to 2,345 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #336.

Personal CFO Solutions first reported a position in MORN in Q3 2020 and has held it in 6 quarters since. The position peaked at $370K in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Personal CFO Solutions held 2,345 shares of Morningstar worth $366K as of Q2 2026.
  • Personal CFO Solutions bought 505 Morningstar shares in Q2 2026, an estimated $87.8K.
  • Morningstar made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #336 holding.
  • Personal CFO Solutions first reported a position in Morningstar in Q3 2020 and has held it in 6 quarters since.
  • Personal CFO Solutions's Morningstar position peaked at $370K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.