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Pinnacle Wealth Planning Services’s Morningstar MORN Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.9K Sell
70
-47
-40% -$8.17K ﹤0.01% 2034
2026
Q1 		$19.8K Buy
117
+1
+0.9% +$186 ﹤0.01% 1701
2025
Q4 		$25.2K Buy
+116
New +$25.1K ﹤0.01% 1608
2021
Q1 		– Sell
-43
Closed -$10K – 1323
2020
Q4 		$10K Buy
+43
New +$8.54K ﹤0.01% 1395

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

Pinnacle Wealth Planning Services's MORN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Morningstar (MORN) stake by 40% in Q2 2026, selling an estimated $8.17K and leaving 70 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Pinnacle Wealth Planning Services first reported a position in MORN in Q4 2020 and has held it in 4 quarters since. The position peaked at $25.2K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 70 shares of Morningstar worth $10.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 47 Morningstar shares in Q2 2026, an estimated $8.17K.
  • Morningstar made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2034 holding.
  • Pinnacle Wealth Planning Services first reported a position in Morningstar in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Morningstar position peaked at $25.2K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.