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Twin Peaks Wealth Advisors’s Morningstar MORN Stock Holding History

Twin Peaks Wealth 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 		– Sell
-3
Closed -$507 – 1435
2026
Q1 		$507 Buy
+3
New +$557 ﹤0.01% 2029
2025
Q3 		– Sell
-1
Closed -$258 – 1360
2025
Q2 		$258 Buy
+1
New +$296 ﹤0.01% 2011

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

Twin Peaks Wealth Advisors's MORN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 3 shares — an estimated $507 sold.

Twin Peaks Wealth Advisors first reported a position in MORN in Q2 2025 and held it in 2 quarters. The position peaked at $507 in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 Morningstar shares in Q2 2026, an estimated $507.
  • Twin Peaks Wealth Advisors first reported a position in Morningstar in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Morningstar position peaked at $507 in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.