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Physician Wealth Advisors’s Morningstar MORN Stock Holding History

Physician Wealth 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 		– Sell
-5
Closed -$846 – 2411
2026
Q1 		$846 Sell
5
-11
-69% -$2.04K ﹤0.01% 1766
2025
Q4 		$3.48K Buy
16
+12
+300% +$2.6K ﹤0.01% 1086
2025
Q3 		$929 Buy
+4
New +$1.07K ﹤0.01% 1626

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Physician Wealth Advisors's MORN Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 5 shares — an estimated $846 sold.

Physician Wealth Advisors first reported a position in MORN in Q3 2025 and held it in 3 quarters. The position peaked at $3.48K in Q4 2025. 60 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 5 Morningstar shares in Q2 2026, an estimated $846.
  • Physician Wealth Advisors first reported a position in Morningstar in Q3 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Morningstar position peaked at $3.48K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.