Smartleaf Asset Management’s Morningstar MORN Stock Holding History

Smartleaf Asset 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	$8.73K	Sell	53 -30	-36%	-$5.57K	﹤0.01%	2392
2025 Q4	$18.1K	Sell	83 -1	-1%	-$217	﹤0.01%	2083
2025 Q3	$19.7K	Buy	84 +22	+35%	+$5.86K	﹤0.01%	1820
2025 Q2	$19.4K	Sell	62 -16	-21%	-$4.74K	﹤0.01%	1566
2025 Q1	$23.1K	Hold	78	–	–	﹤0.01%	1539
2024 Q4	$26.3K	Buy	78 +50	+179%	+$17.1K	﹤0.01%	1495
2024 Q3	$8.88K	Buy	28 +5	+22%	+$1.55K	﹤0.01%	1832
2024 Q2	$6.77K	Buy	23 +20	+667%	+$5.92K	﹤0.01%	1638
2024 Q1	$924	Buy	+3	New	+$864	﹤0.01%	1636

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $18.8B AUM 17.33% 1-Year Est. Return