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Whipplewood Advisors’s Morningstar MORN Stock Holding History

Whipplewood 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 		$468 Sell
3
-15
-83% -$2.61K ﹤0.01% 612
2026
Q1 		$3.04K Buy
+18
New +$3.34K ﹤0.01% 702
2025
Q3 		– Sell
-18
Closed -$5.65K – 840
2025
Q2 		$5.65K Sell
18
-5
-22% -$1.48K ﹤0.01% 671
2025
Q1 		$5.4K Buy
23
+5
+28% +$1.57K ﹤0.01% 685
2024
Q4 		$6.06K Buy
+18
New +$6.14K ﹤0.01% 653

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

Whipplewood Advisors's MORN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Morningstar (MORN) stake by 83% in Q2 2026, selling an estimated $2.61K and leaving 3 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Whipplewood Advisors first reported a position in MORN in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.06K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Morningstar worth $468 as of Q2 2026.
  • Whipplewood Advisors sold 15 Morningstar shares in Q2 2026, an estimated $2.61K.
  • Morningstar made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #612 holding.
  • Whipplewood Advisors first reported a position in Morningstar in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Morningstar position peaked at $6.06K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.