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Wedbush Securities’s Morningstar MORN Stock Holding History

Wedbush Securities’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 		$941K Buy
6,031
+156
+3% +$27.1K 0.02% 501
2026
Q1 		$993K Buy
+5,875
New +$1.09M 0.03% 453

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

Wedbush Securities's MORN Position: Q2 2026 in Review

Wedbush Securities increased its Morningstar (MORN) stake by 2.7% in Q2 2026, buying an estimated $27.1K and bringing the position to 6,031 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #501.

Wedbush Securities first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $993K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Wedbush Securities held 6,031 shares of Morningstar worth $941K as of Q2 2026.
  • Wedbush Securities bought 156 Morningstar shares in Q2 2026, an estimated $27.1K.
  • Morningstar made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #501 holding.
  • Wedbush Securities first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • Wedbush Securities's Morningstar position peaked at $993K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.