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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
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

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AQR Capital Management
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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
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Root Financial Partners's MORN Position: Q2 2026 in Review

Root Financial Partners sold out of Morningstar (MORN) in Q2 2026, closing a stake of 6 shares — an estimated $1.01K sold.

Root Financial Partners first reported a position in MORN in Q3 2025 and held it in 3 quarters. The position peaked at $12.3K in Q3 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Root Financial Partners reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6 Morningstar shares in Q2 2026, an estimated $1.01K.
  • Root Financial Partners first reported a position in Morningstar in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Morningstar position peaked at $12.3K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.