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Verdence Capital Advisors’s Morningstar MORN Stock Holding History

Verdence Capital 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 		$285K Buy
1,683
+260
+18% +$48.3K 0.02% 540
2025
Q4 		$309K Buy
1,423
+54
+4% +$11.7K 0.02% 536
2025
Q3 		$299K Buy
+1,369
New +$365K 0.02% 595

Other funds holding MORN

BlackRock
BlackRock New York $5.72T 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 $124B 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 $19.5B AUM 17.33% 1-Year Est. Return

Verdence Capital Advisors's MORN Position: Q1 2026 in Review

Verdence Capital Advisors increased its Morningstar (MORN) stake by 18% in Q1 2026, buying an estimated $48.3K and bringing the position to 1,683 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #540.

Verdence Capital Advisors first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Verdence Capital Advisors held 1,683 shares of Morningstar worth $285K as of Q1 2026.
  • Verdence Capital Advisors bought 260 Morningstar shares in Q1 2026, an estimated $48.3K.
  • Morningstar made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #540 holding.
  • Verdence Capital Advisors first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • Verdence Capital Advisors's Morningstar position peaked at $309K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.