WhitTier Trust Company’s Morningstar MORN Stock Holding History

WhitTier Trust Company’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	$855	Hold	5	–	–	﹤0.01%	1352
2026 Q1	$883	Hold	5	–	–	﹤0.01%	1343
2025 Q4	$1.08K	Hold	5	–	–	﹤0.01%	1216
2025 Q3	$1.13K	Hold	5	–	–	﹤0.01%	1210
2025 Q2	$1.57K	Hold	5	–	–	﹤0.01%	1333
2025 Q1	$1.5K	Sell	5 -59	-92%	-$18.6K	﹤0.01%	1310
2024 Q4	$21.6K	Buy	64 +59	+1,180%	+$20.1K	﹤0.01%	929
2024 Q3	$1.59K	Buy	+5	New	+$1.55K	﹤0.01%	1240

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WhitTier Trust Company's MORN Position: Q2 2026 in Review

WhitTier Trust Company held its Morningstar (MORN) position steady in Q2 2026 at 5 shares worth $855. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

WhitTier Trust Company first reported a position in MORN in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.6K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

WhitTier Trust Company held 5 shares of Morningstar worth $855 as of Q2 2026.
WhitTier Trust Company left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1352 holding.
WhitTier Trust Company first reported a position in Morningstar in Q3 2024 and has held it in 8 quarters since.
WhitTier Trust Company's Morningstar position peaked at $21.6K in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.