PA
MORN icon

Planning Alternatives’s Morningstar MORN Stock Holding History

Planning Alternatives’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 		$371K Sell
2,197
-161
-7% -$29.9K 0.05% 74
2025
Q4 		$512K Sell
2,358
-34
-1% -$7.36K 0.06% 57
2025
Q3 		$555K Hold
2,392
– – 0.07% 53
2025
Q2 		$751K Sell
2,392
-15
-0.6% -$4.44K 0.1% 38
2025
Q1 		$722K Buy
2,407
+153
+7% +$48.2K 0.11% 36
2024
Q4 		$759K Hold
2,254
– – 0.12% 31
2024
Q3 		$719K Buy
2,254
+49
+2% +$15.2K 0.11% 33
2024
Q2 		$652K Hold
2,205
– – 0.11% 32
2024
Q1 		$680K Hold
2,205
– – 0.11% 31
2023
Q4 		$631K Hold
2,205
– – 0.11% 30
2023
Q3 		$517K Hold
2,205
– – 0.1% 32
2023
Q2 		$432K Sell
2,205
-65
-3% -$12.9K 0.08% 32
2023
Q1 		$461K Hold
2,270
– – 0.09% 32
2022
Q4 		$492K Hold
2,270
– – 0.09% 32
2022
Q3 		$482K Hold
2,270
– – 0.1% 30
2022
Q2 		$549K Buy
+2,270
New +$572K 0.1% 30

Other funds holding MORN

BlackRock
BlackRock New York $5.7T 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 $121B 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 $18.8B AUM 17.33% 1-Year Est. Return