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Sequoia Financial Advisors’s Morningstar MORN Stock Holding History

Sequoia Financial 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 		$402K Buy
2,575
+703
+38% +$122K ﹤0.01% 1480
2026
Q1 		$316K Sell
1,872
-1,088
-37% -$202K ﹤0.01% 1539
2025
Q4 		$643K Buy
2,960
+1,899
+179% +$411K ﹤0.01% 1129
2025
Q3 		$246K Buy
1,061
+261
+33% +$69.6K ﹤0.01% 1508
2025
Q2 		$251K Buy
+800
New +$237K ﹤0.01% 1359

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

Sequoia Financial Advisors's MORN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Morningstar (MORN) stake by 38% in Q2 2026, buying an estimated $122K and bringing the position to 2,575 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Sequoia Financial Advisors first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $643K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Sequoia Financial Advisors held 2,575 shares of Morningstar worth $402K as of Q2 2026.
  • Sequoia Financial Advisors bought 703 Morningstar shares in Q2 2026, an estimated $122K.
  • Morningstar made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1480 holding.
  • Sequoia Financial Advisors first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Morningstar position peaked at $643K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.