Principia Wealth Advisory’s Morningstar MORN Stock Holding History

Principia Wealth Advisory’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	$312	Sell	2 -5	-71%	-$869	﹤0.01%	958
2026 Q1	$1.18K	Buy	7 +3	+75%	+$557	﹤0.01%	657
2025 Q4	$869	Buy	+4	New	+$866	﹤0.01%	714
2025 Q3	–	Sell	-2	Closed	-$628	–	1001
2025 Q2	$628	Hold	2	–	–	﹤0.01%	685
2025 Q1	$557	Buy	+2	New	+$630	﹤0.01%	543

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's MORN Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Morningstar (MORN) stake by 71% in Q2 2026, selling an estimated $869 and leaving 2 shares worth $312. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Principia Wealth Advisory first reported a position in MORN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Principia Wealth Advisory held 2 shares of Morningstar worth $312 as of Q2 2026.
Principia Wealth Advisory sold 5 Morningstar shares in Q2 2026, an estimated $869.
Morningstar made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #958 holding.
Principia Wealth Advisory first reported a position in Morningstar in Q1 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Morningstar position peaked at $1.18K in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.