PSI
MORN icon

Planning Strategies Inc.’s Morningstar MORN Stock Holding History

Planning Strategies Inc.’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 Buy
+12
New +$2.08K ﹤0.01% 604

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Planning Strategies Inc.'s MORN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Morningstar (MORN) in Q2 2026: 12 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

114 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Planning Strategies Inc. held 12 shares of Morningstar worth $1.87K as of Q2 2026.
  • Morningstar was a new Planning Strategies Inc. position in Q2 2026.
  • Morningstar made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #604 holding.
  • 114 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.