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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
Q2 		$8.26K Hold
53
– – ﹤0.01% 2442
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

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

Smartleaf Asset Management's MORN Position: Q2 2026 in Review

Smartleaf Asset Management held its Morningstar (MORN) position steady in Q2 2026 at 53 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Smartleaf Asset Management first reported a position in MORN in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.3K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Smartleaf Asset Management held 53 shares of Morningstar worth $8.26K as of Q2 2026.
  • Smartleaf Asset Management left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2442 holding.
  • Smartleaf Asset Management first reported a position in Morningstar in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Morningstar position peaked at $26.3K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.