Wolff Wiese Magana’s Morningstar MORN Stock Holding History

Wolff Wiese Magana’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	$1.87K	Hold	12	–	–	﹤0.01%	832
2026 Q1	$2.03K	Hold	12	–	–	﹤0.01%	782
2025 Q4	$2.61K	Sell	12 -25	-68%	-$5.41K	﹤0.01%	707
2025 Q3	$8.59K	Hold	37	–	–	﹤0.01%	471
2025 Q2	$11.6K	Sell	37 -1	-3%	-$296	0.01%	384
2025 Q1	$11.4K	Hold	38	–	–	0.01%	382
2024 Q4	$12.8K	Hold	38	–	–	0.01%	375
2024 Q3	$12.1K	Hold	38	–	–	0.01%	400
2024 Q2	$11.2K	Sell	38 -1	-3%	-$296	0.01%	302
2024 Q1	$12K	Hold	39	–	–	0.01%	270
2023 Q4	$11.2K	Hold	39	–	–	0.01%	268
2023 Q3	$9.14K	Hold	39	–	–	0.01%	359
2023 Q2	$7.65K	Buy	+39	New	+$7.72K	0.01%	383
2022 Q4	–	Sell	-208	Closed	-$44K	–	900
2022 Q3	$44K	Sell	208 -2	-1%	-$476	0.04%	253
2022 Q2	$51K	Sell	210 -14	-6%	-$3.53K	0.04%	250
2022 Q1	$61K	Buy	224 +3	+1%	+$848	0.04%	237
2021 Q4	$76K	Sell	221 -20	-8%	-$6.19K	0.05%	229
2021 Q3	$62K	Sell	241 -9	-4%	-$2.36K	0.04%	251
2021 Q2	$64K	Sell	250 -3	-1%	-$728	0.05%	250
2021 Q1	$57K	Sell	253 -18	-7%	-$4.22K	0.04%	257
2020 Q4	$63K	Buy	+271	New	+$53.8K	0.05%	231

Other funds holding MORN

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return