Principal Securities’s Morningstar MORN Stock Holding History

Principal Securities’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	$268K	Sell	1,586 -122	-7%	-$22.7K	﹤0.01%	1260
2025 Q4	$371K	Buy	1,708 +659	+63%	+$143K	0.01%	1051
2025 Q3	$243K	Buy	1,049 +156	+17%	+$41.6K	﹤0.01%	1203
2025 Q2	$280K	Buy	893 +188	+27%	+$55.7K	0.01%	1089
2025 Q1	$237K	Hold	705	–	–	0.01%	1062
2024 Q4	$237K	Buy	705 +80	+13%	+$27.3K	0.01%	1060
2024 Q3	$199K	Buy	625 +93	+17%	+$28.9K	﹤0.01%	1107
2024 Q2	$157K	Sell	532 -209	-28%	-$61.9K	﹤0.01%	1137
2024 Q1	$229K	Buy	741 +640	+634%	+$184K	0.01%	961
2023 Q4	$28.9K	Buy	+101	New	+$26.3K	﹤0.01%	1737

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $33.1B AUM 11.16% 1-Year Est. Return

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