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
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

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

Personal CFO Solutions's MORN Position: Q1 2026 in Review

Personal CFO Solutions increased its Morningstar (MORN) stake by 8% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,840 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #365.

Personal CFO Solutions first reported a position in MORN in Q3 2020 and has held it in 5 quarters since. The position peaked at $370K in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Personal CFO Solutions held 1,840 shares of Morningstar worth $311K as of Q1 2026.
  • Personal CFO Solutions bought 136 Morningstar shares in Q1 2026, an estimated $25.3K.
  • Morningstar made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #365 holding.
  • Personal CFO Solutions first reported a position in Morningstar in Q3 2020 and has held it in 5 quarters since.
  • Personal CFO Solutions's Morningstar position peaked at $370K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.