Root Financial Partners
MORN icon

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
Q3 		$106K Buy
+558
New +$108K ﹤0.01% 713
2026
Q2 		– Sell
-6
Closed -$1.01K – 2099
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Root Financial Partners's MORN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Morningstar (MORN) in Q3 2026: 558 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MORN as recently as Q1 2026.

Root Financial Partners first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Root Financial Partners held 558 shares of Morningstar worth $106K as of Q3 2026.
  • Morningstar was a new Root Financial Partners position in Q3 2026.
  • Morningstar made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #713 holding.
  • Root Financial Partners first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.