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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
Q1 		$338 Buy
+2
New +$372 ﹤0.01% 1685

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

SHP Wealth Management's MORN Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Morningstar (MORN) in Q1 2026: 2 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings.

444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • SHP Wealth Management held 2 shares of Morningstar worth $338 as of Q1 2026.
  • Morningstar was a new SHP Wealth Management position in Q1 2026.
  • Morningstar made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1685 holding.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.