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Private Wealth Management Group’s Morningstar MORN Stock Holding History

Private Wealth Management 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 		$625 Sell
4
-2
-33% -$348 ﹤0.01% 1391
2026
Q1 		$1.01K Sell
6
-17
-74% -$3.16K ﹤0.01% 1248
2025
Q4 		$5K Buy
+23
New +$4.98K ﹤0.01% 775

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

Private Wealth Management Group's MORN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Morningstar (MORN) stake by 33% in Q2 2026, selling an estimated $348 and leaving 4 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Private Wealth Management Group first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Private Wealth Management Group held 4 shares of Morningstar worth $625 as of Q2 2026.
  • Private Wealth Management Group sold 2 Morningstar shares in Q2 2026, an estimated $348.
  • Morningstar made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1391 holding.
  • Private Wealth Management Group first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • Private Wealth Management Group's Morningstar position peaked at $5K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.