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Steward Partners Investment Advisory’s Morningstar MORN Stock Holding History

Steward Partners Investment Advisory’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 		$27.8K Sell
178
-196
-52% -$34.1K ﹤0.01% 3267
2026
Q1 		$63.2K Sell
374
-15
-4% -$2.79K ﹤0.01% 2649
2025
Q4 		$84.5K Hold
389
– – ﹤0.01% 2392
2025
Q3 		$90.3K Buy
389
+190
+95% +$50.6K ﹤0.01% 2292
2025
Q2 		$62.5K Buy
199
+5
+3% +$1.48K ﹤0.01% 2363
2025
Q1 		$58.2K Buy
194
+2
+1% +$630 ﹤0.01% 2305
2024
Q4 		$64.7K Buy
192
+26
+16% +$8.88K ﹤0.01% 2202
2024
Q3 		$53K Hold
166
– – ﹤0.01% 2206
2024
Q2 		$49.1K Sell
166
-10
-6% -$2.96K ﹤0.01% 2115
2024
Q1 		$54.3K Buy
176
+10
+6% +$2.88K ﹤0.01% 2073
2023
Q4 		$47.5K Buy
166
+57
+52% +$14.9K ﹤0.01% 2018
2023
Q3 		$25.5K Hold
109
– – ﹤0.01% 2194
2023
Q2 		$21.4K Hold
109
– – ﹤0.01% 2258
2023
Q1 		$22.1K Hold
109
– – ﹤0.01% 2208
2022
Q4 		$23.6K Hold
109
– – ﹤0.01% 2161
2022
Q3 		$23K Sell
109
-5
-4% -$1.19K ﹤0.01% 2166
2022
Q2 		$28K Sell
114
-69
-38% -$17.4K ﹤0.01% 2078
2022
Q1 		$50K Buy
183
+74
+68% +$20.9K ﹤0.01% 1915
2021
Q4 		$37K Hold
109
– – ﹤0.01% 2043
2021
Q3 		$28K Buy
+109
New +$28.6K ﹤0.01% 2173
2021
Q2 		– Sell
-37
Closed -$8.33K – 7282
2021
Q1 		$8.33K Buy
+37
New +$8.67K ﹤0.01% 2853

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

Steward Partners Investment Advisory's MORN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Morningstar (MORN) stake by 52% in Q2 2026, selling an estimated $34.1K and leaving 178 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Steward Partners Investment Advisory first reported a position in MORN in Q1 2021 and has held it in 21 quarters since. The position peaked at $90.3K in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Steward Partners Investment Advisory held 178 shares of Morningstar worth $27.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 196 Morningstar shares in Q2 2026, an estimated $34.1K.
  • Morningstar made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3267 holding.
  • Steward Partners Investment Advisory first reported a position in Morningstar in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Morningstar position peaked at $90.3K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.