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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
Q2 		– Sell
-1,519
Closed -$257K – 1698
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

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

United Capital Financial Advisors's MORN Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,519 shares — an estimated $257K sold.

United Capital Financial Advisors first reported a position in MORN in Q4 2024 and held it in 6 quarters. The position peaked at $7.82M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,519 Morningstar shares in Q2 2026, an estimated $257K.
  • United Capital Financial Advisors first reported a position in Morningstar in Q4 2024 and held it in 6 quarters.
  • United Capital Financial Advisors's Morningstar position peaked at $7.82M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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