VCA
MORN icon

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
Q2 		$253K Sell
1,624
-59
-4% -$10.3K 0.01% 587
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

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

Verdence Capital Advisors's MORN Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Morningstar (MORN) stake by 3.5% in Q2 2026, selling an estimated $10.3K and leaving 1,624 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #587.

Verdence Capital Advisors first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Verdence Capital Advisors held 1,624 shares of Morningstar worth $253K as of Q2 2026.
  • Verdence Capital Advisors sold 59 Morningstar shares in Q2 2026, an estimated $10.3K.
  • Morningstar made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #587 holding.
  • Verdence Capital Advisors first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • Verdence Capital Advisors's Morningstar position peaked at $309K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.