James T. Borello RIA
MORN icon

James T. Borello RIA’s Morningstar MORN Stock Holding History

James T. Borello RIA’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
Q3 		$5.32K Hold
28
– – ﹤0.01% 765
2026
Q2 		$4.37K Sell
28
-10
-26% -$1.74K ﹤0.01% 823
2026
Q1 		$6.42K Buy
38
+29
+322% +$5.39K ﹤0.01% 684
2025
Q4 		$1.96K Sell
9
-12
-57% -$2.6K ﹤0.01% 784
2025
Q3 		$4.87K Buy
+21
New +$5.6K ﹤0.01% 471

Other funds holding MORN

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

James T. Borello RIA's MORN Position: Q3 2026 in Review

James T. Borello RIA held its Morningstar (MORN) position steady in Q3 2026 at 28 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

James T. Borello RIA first reported a position in MORN in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.42K in Q1 2026. 93 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • James T. Borello RIA held 28 shares of Morningstar worth $5.32K as of Q3 2026.
  • James T. Borello RIA left its Morningstar share count unchanged in Q3 2026.
  • Morningstar made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #765 holding.
  • James T. Borello RIA first reported a position in Morningstar in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Morningstar position peaked at $6.42K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.