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Root Financial Partners’s Morningstar MORN Stock Holding History

Root Financial Partners’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 		$1.01K Sell
6
-21
-78% -$3.9K ﹤0.01% 2609
2025
Q4 		$5.87K Sell
27
-26
-49% -$5.63K ﹤0.01% 1714
2025
Q3 		$12.3K Buy
+53
New +$14.1K ﹤0.01% 1369

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
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 $19.5B AUM 17.33% 1-Year Est. Return

Root Financial Partners's MORN Position: Q1 2026 in Review

Root Financial Partners reduced its Morningstar (MORN) stake by 78% in Q1 2026, selling an estimated $3.9K and leaving 6 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Root Financial Partners first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q3 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Root Financial Partners held 6 shares of Morningstar worth $1.01K as of Q1 2026.
  • Root Financial Partners sold 21 Morningstar shares in Q1 2026, an estimated $3.9K.
  • Morningstar made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2609 holding.
  • Root Financial Partners first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Morningstar position peaked at $12.3K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.