RWML
MORN icon

RAFFA WEALTH MANAGEMENT, LLC’s Morningstar MORN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Closed -$169 – 1649
2026
Q1 		$169 Buy
+1
New +$186 ﹤0.01% 1207

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MORN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1 share — an estimated $169 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MORN in Q1 2026 and held it in 1 quarter. The position peaked at $169 in Q1 2026. 101 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Morningstar share in Q2 2026, an estimated $169.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Morningstar in Q1 2026 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Morningstar position peaked at $169 in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.