Waverly Advisors’s Morningstar MORN Stock Holding History

Waverly 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	-21,153	Closed	-$3.58M	–	1802
2026 Q1	$3.58M	Buy	+21,153	New	+$3.93M	0.03%	499

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's MORN Position: Q2 2026 in Review

Waverly Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 21,153 shares — an estimated $3.58M sold.

Waverly Advisors first reported a position in MORN in Q1 2026 and held it in 1 quarter. The position peaked at $3.58M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Waverly Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 21,153 Morningstar shares in Q2 2026, an estimated $3.58M.
Waverly Advisors first reported a position in Morningstar in Q1 2026 and held it in 1 quarter.
Waverly Advisors's Morningstar position peaked at $3.58M in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.