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
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

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

Wealth Enhancement Advisory Services's MORN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Morningstar (MORN) stake by 145% in Q2 2026, buying an estimated $1.92M and bringing the position to 18,661 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Wealth Enhancement Advisory Services first reported a position in MORN in Q1 2017 and has held it in 14 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,661 shares of Morningstar worth $2.84M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,053 Morningstar shares in Q2 2026, an estimated $1.92M.
  • Morningstar made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1351 holding.
  • Wealth Enhancement Advisory Services first reported a position in Morningstar in Q1 2017 and has held it in 14 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.