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Smith Group Asset Management’s Morningstar MORN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Hold
1,450
0.03% 137
2025
Q1
$435K Buy
1,450
+60
+4% +$18K 0.03% 153
2024
Q4
$468K Buy
+1,390
New +$468K 0.03% 151