Raffa Wealth Management’s Morningstar MORN Stock Holding History

Raffa 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	–	Sell	-1	Closed	-$169	–	1649
2026 Q1	$169	Buy	+1	New	+$186	﹤0.01%	1207

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Raffa Wealth Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1 share — an estimated $169 sold.

Raffa Wealth Management first reported a position in MORN in Q1 2026 and held it in 1 quarter. The position peaked at $169 in Q1 2026. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Raffa Wealth Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Raffa Wealth Management sold 1 Morningstar share in Q2 2026, an estimated $169.
Raffa Wealth Management first reported a position in Morningstar in Q1 2026 and held it in 1 quarter.
Raffa Wealth Management's Morningstar position peaked at $169 in Q1 2026.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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