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Portside Wealth Group’s Morningstar MORN Stock Holding History

Portside Wealth Group’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
-1,368
Closed -$231K – 539
2026
Q1 		$231K Sell
1,368
-541
-28% -$101K 0.03% 421
2025
Q4 		$415K Sell
1,909
-1,830
-49% -$396K 0.06% 296
2025
Q3 		$867K Sell
3,739
-1,151
-24% -$307K 0.12% 181
2025
Q2 		$1.54M Sell
4,890
-108
-2% -$32K 0.23% 100
2025
Q1 		$1.5M Sell
4,998
-197
-4% -$62K 0.24% 96
2024
Q4 		$1.75M Sell
5,195
-110
-2% -$37.6K 0.29% 79
2024
Q3 		$1.69M Sell
5,305
-32
-0.6% -$9.94K 0.29% 86
2024
Q2 		$1.58M Sell
5,337
-262
-5% -$77.6K 0.3% 83
2024
Q1 		$1.73M Buy
5,599
+956
+21% +$275K 0.32% 84
2023
Q4 		$1.33M Buy
4,643
+451
+11% +$118K 0.25% 100
2023
Q3 		$982K Sell
4,192
-172
-4% -$38.8K 0.18% 119
2023
Q2 		$856K Buy
+4,364
New +$864K 0.16% 142

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

Portside Wealth Group's MORN Position: Q2 2026 in Review

Portside Wealth Group sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,368 shares — an estimated $231K sold.

Portside Wealth Group first reported a position in MORN in Q2 2023 and held it in 12 quarters. The position peaked at $1.75M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Portside Wealth Group reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,368 Morningstar shares in Q2 2026, an estimated $231K.
  • Portside Wealth Group first reported a position in Morningstar in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's Morningstar position peaked at $1.75M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.