Spire Wealth Management’s Morningstar MORN Stock Holding History

Spire 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	–	Sell	-4	Closed	-$617	–	2321
2026 Q1	$617	Buy	+4	New	+$743	﹤0.01%	2219
2023 Q3	–	Sell	-414	Closed	-$81.2K	–	2428
2023 Q2	$81.2K	Buy	414 +152	+58%	+$30.1K	﹤0.01%	1033
2023 Q1	$53.2K	Hold	262	–	–	﹤0.01%	1177
2022 Q4	$57K	Sell	262 -30	-10%	-$6.84K	﹤0.01%	941
2022 Q3	$62K	Hold	292	–	–	﹤0.01%	874
2022 Q2	$71K	Hold	292	–	–	﹤0.01%	1160
2022 Q1	$80K	Sell	292 -16	-5%	-$4.52K	﹤0.01%	1255
2021 Q4	$105K	Sell	308 -15	-5%	-$4.64K	﹤0.01%	1383
2021 Q3	$84K	Hold	323	–	–	﹤0.01%	1256
2021 Q2	$83K	Hold	323	–	–	﹤0.01%	1262
2021 Q1	$73K	Buy	+323	New	+$75.7K	﹤0.01%	1538

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 4 shares — an estimated $617 sold.

Spire Wealth Management first reported a position in MORN in Q1 2021 and held it in 11 quarters. The position peaked at $105K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Spire Wealth Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 4 Morningstar shares in Q2 2026, an estimated $617.
Spire Wealth Management first reported a position in Morningstar in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Morningstar position peaked at $105K in Q4 2021.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.