UCFA
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United Capital Financial Advisors’s Morningstar MORN Stock Holding History

United Capital 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
Q1 		$257K Sell
1,519
-21,625
-93% -$4.02M ﹤0.01% 1434
2025
Q4 		$5.03M Sell
23,144
-2,217
-9% -$480K 0.03% 351
2025
Q3 		$5.88M Buy
25,361
+453
+2% +$121K 0.04% 278
2025
Q2 		$7.82M Sell
24,908
-488
-2% -$144K 0.06% 230
2025
Q1 		$7.62M Buy
25,396
+12,477
+97% +$3.93M 0.07% 220
2024
Q4 		$4.35M Buy
+12,919
New +$4.41M 0.04% 283

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return