QWM
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Quaker Wealth Management’s Morningstar MORN Stock Holding History

Quaker Wealth Management’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 Hold
4
– – ﹤0.01% 694
2026
Q1 		$677 Buy
4
+3
+300% +$557 ﹤0.01% 631
2025
Q4 		$218 Buy
+1
New +$217 ﹤0.01% 870
2025
Q3 		– Sell
-1
Closed -$314 – 878
2025
Q2 		$314 Buy
+1
New +$296 ﹤0.01% 713

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

Quaker Wealth Management's MORN Position: Q2 2026 in Review

Quaker Wealth Management held its Morningstar (MORN) position steady in Q2 2026 at 4 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Quaker Wealth Management first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. The position peaked at $677 in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Quaker Wealth Management held 4 shares of Morningstar worth $625 as of Q2 2026.
  • Quaker Wealth Management left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #694 holding.
  • Quaker Wealth Management first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Morningstar position peaked at $677 in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.