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Wealth Enhancement Trust Services’s Morningstar MORN Stock Holding History

Wealth Enhancement Trust 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 		$13.9K Buy
89
+88
+8,800% +$15.3K ﹤0.01% 676
2026
Q1 		$169 Hold
1
– – ﹤0.01% 770
2025
Q4 		$217 Buy
+1
New +$217 ﹤0.01% 716

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Morningstar (MORN) stake by 8,800% in Q2 2026, buying an estimated $15.3K and bringing the position to 89 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Wealth Enhancement Trust Services first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Wealth Enhancement Trust Services held 89 shares of Morningstar worth $13.9K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 88 Morningstar shares in Q2 2026, an estimated $15.3K.
  • Morningstar made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #676 holding.
  • Wealth Enhancement Trust Services first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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