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Transamerica Financial Advisors’s Morningstar MORN Stock Holding History

Transamerica Financial Advisors’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 		$21.4K Sell
137
-8
-6% -$1.39K ﹤0.01% 864
2026
Q1 		$24.6K Buy
145
+43
+42% +$7.99K ﹤0.01% 766
2025
Q4 		$22.2K Buy
102
+41
+67% +$8.88K ﹤0.01% 697
2025
Q3 		$13.9K Buy
+61
New +$16.3K ﹤0.01% 673

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

Transamerica Financial Advisors's MORN Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Morningstar (MORN) stake by 5.5% in Q2 2026, selling an estimated $1.39K and leaving 137 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Transamerica Financial Advisors first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Transamerica Financial Advisors held 137 shares of Morningstar worth $21.4K as of Q2 2026.
  • Transamerica Financial Advisors sold 8 Morningstar shares in Q2 2026, an estimated $1.39K.
  • Morningstar made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #864 holding.
  • Transamerica Financial Advisors first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Morningstar position peaked at $24.6K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.