RIL
MORN icon

Rothschild Investment LLC’s Morningstar MORN Stock Holding History

Rothschild Investment LLC’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 		$723K Buy
4,633
+4,356
+1,573% +$757K 0.03% 499
2026
Q1 		$46.8K Sell
277
-355
-56% -$66K ﹤0.01% 1139
2025
Q4 		$137K Sell
632
-475
-43% -$103K 0.01% 734
2025
Q3 		$257K Buy
+1,107
New +$295K 0.01% 525

Other funds holding MORN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rothschild Investment LLC's MORN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Morningstar (MORN) stake by 1,573% in Q2 2026, buying an estimated $757K and bringing the position to 4,633 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #499.

Rothschild Investment LLC first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Rothschild Investment LLC held 4,633 shares of Morningstar worth $723K as of Q2 2026.
  • Rothschild Investment LLC bought 4,356 Morningstar shares in Q2 2026, an estimated $757K.
  • Morningstar made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #499 holding.
  • Rothschild Investment LLC first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.