Wealth Enhancement Advisory Services
MORN icon

Wealth Enhancement Advisory Services’s Morningstar MORN Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.51M Buy
18,782
+121
+0.6% +$23.4K 0.01% 1304
2026
Q2 		$2.84M Buy
18,661
+11,053
+145% +$1.92M ﹤0.01% 1351
2026
Q1 		$1.32M Sell
7,608
-3,592
-32% -$667K ﹤0.01% 1638
2025
Q4 		$2.42M Buy
11,200
+5,759
+106% +$1.25M ﹤0.01% 1411
2025
Q3 		$1.23M Buy
5,441
+2,016
+59% +$537K ﹤0.01% 1735
2025
Q2 		$1.07M Buy
3,425
+1,623
+90% +$480K ﹤0.01% 1715
2025
Q1 		$540K Buy
1,802
+159
+10% +$50.1K ﹤0.01% 2005
2024
Q4 		$553K Buy
1,643
+191
+13% +$65.2K ﹤0.01% 1922
2024
Q3 		$463K Sell
1,452
-3
-0.2% -$932 ﹤0.01% 1875
2024
Q2 		$430K Sell
1,455
-104
-7% -$30.8K ﹤0.01% 1736
2024
Q1 		$481K Buy
1,559
+47
+3% +$13.5K ﹤0.01% 1612
2023
Q4 		$433K Sell
1,512
-288
-16% -$75K ﹤0.01% 1602
2023
Q3 		$422K Buy
+1,800
New +$406K ﹤0.01% 1531
2018
Q4 		– Sell
-7,692
Closed -$885K – 194
2018
Q3 		$885K Buy
+7,692
New +$1.04M 0.05% 126
2017
Q2 		– Sell
-10,016
Closed -$776K – 173
2017
Q1 		$776K Buy
+10,016
New +$779K 0.08% 120

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's MORN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Morningstar (MORN) stake by 0.65% in Q3 2026, buying an estimated $23.4K and bringing the position to 18,782 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #1304.

Wealth Enhancement Advisory Services first reported a position in MORN in Q1 2017 and has held it in 15 quarters since. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,782 shares of Morningstar worth $3.51M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 121 Morningstar shares in Q3 2026, an estimated $23.4K.
  • Morningstar made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1304 holding.
  • Wealth Enhancement Advisory Services first reported a position in Morningstar in Q1 2017 and has held it in 15 quarters since.
  • 19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.