SHP Wealth Management’s Morningstar MORN Stock Holding History

SHP Wealth Management’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	$936	Buy	6 +4	+200%	+$695	﹤0.01%	1610
2026 Q1	$338	Buy	+2	New	+$372	﹤0.01%	1685

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SHP Wealth Management's MORN Position: Q2 2026 in Review

SHP Wealth Management increased its Morningstar (MORN) stake by 200% in Q2 2026, buying an estimated $695 and bringing the position to 6 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

SHP Wealth Management first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

SHP Wealth Management held 6 shares of Morningstar worth $936 as of Q2 2026.
SHP Wealth Management bought 4 Morningstar shares in Q2 2026, an estimated $695.
Morningstar made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1610 holding.
SHP Wealth Management first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.