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Salomon & Ludwin’s Morningstar MORN Stock Holding History

Salomon & Ludwin’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 		$15.2K Hold
94
– – ﹤0.01% 1346
2026
Q1 		$16.3K Buy
+94
New +$17.5K ﹤0.01% 1235

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Salomon & Ludwin's MORN Position: Q2 2026 in Review

Salomon & Ludwin held its Morningstar (MORN) position steady in Q2 2026 at 94 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Salomon & Ludwin first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.3K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Salomon & Ludwin held 94 shares of Morningstar worth $15.2K as of Q2 2026.
  • Salomon & Ludwin left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1346 holding.
  • Salomon & Ludwin first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • Salomon & Ludwin's Morningstar position peaked at $16.3K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.