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Sanctuary Advisors’s Morningstar MORN Stock Holding History

Sanctuary Advisors’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 		$514K Buy
3,295
+221
+7% +$38.4K ﹤0.01% 1960
2026
Q1 		$520K Buy
3,074
+696
+29% +$129K ﹤0.01% 1751
2025
Q4 		$517K Buy
2,378
+634
+36% +$137K ﹤0.01% 1705
2025
Q3 		$405K Buy
1,744
+123
+8% +$32.8K ﹤0.01% 1820
2025
Q2 		$509K Buy
1,621
+443
+38% +$131K ﹤0.01% 1622
2025
Q1 		$353K Sell
1,178
-76
-6% -$23.9K ﹤0.01% 1695
2024
Q4 		$414K Sell
1,254
-34
-3% -$11.6K ﹤0.01% 1810
2024
Q3 		$446K Sell
1,288
-562
-30% -$175K ﹤0.01% 1763
2024
Q2 		$530K Buy
+1,850
New +$548K ﹤0.01% 1606

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

Sanctuary Advisors's MORN Position: Q2 2026 in Review

Sanctuary Advisors increased its Morningstar (MORN) stake by 7.2% in Q2 2026, buying an estimated $38.4K and bringing the position to 3,295 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Sanctuary Advisors first reported a position in MORN in Q2 2024 and has held it in 9 quarters since. The position peaked at $530K in Q2 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Sanctuary Advisors held 3,295 shares of Morningstar worth $514K as of Q2 2026.
  • Sanctuary Advisors bought 221 Morningstar shares in Q2 2026, an estimated $38.4K.
  • Morningstar made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1960 holding.
  • Sanctuary Advisors first reported a position in Morningstar in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Morningstar position peaked at $530K in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.