YIA
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YHB Investment Advisors’s Morningstar MORN Stock Holding History

YHB Investment 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 		$370K Sell
2,370
-135
-5% -$23.5K 0.02% 247
2026
Q1 		$423K Sell
2,505
-7,177
-74% -$1.33M 0.03% 226
2025
Q4 		$2.1M Sell
9,682
-1,532
-14% -$332K 0.15% 121
2025
Q3 		$2.6M Sell
11,214
-965
-8% -$257K 0.19% 106
2025
Q2 		$3.82M Sell
12,179
-705
-5% -$209K 0.3% 85
2025
Q1 		$3.86M Buy
12,884
+8
+0.1% +$2.52K 0.32% 80
2024
Q4 		$4.34M Sell
12,876
-89
-0.7% -$30.4K 0.36% 72
2024
Q3 		$4.14M Sell
12,965
-633
-5% -$197K 0.34% 74
2024
Q2 		$4.02M Sell
13,598
-439
-3% -$130K 0.35% 70
2024
Q1 		$4.33M Sell
14,037
-55
-0.4% -$15.8K 0.38% 71
2023
Q4 		$4.03M Sell
14,092
-4,426
-24% -$1.15M 0.39% 71
2023
Q3 		$4.34M Sell
18,518
-394
-2% -$89K 0.4% 69
2023
Q2 		$3.71M Sell
18,912
-167
-0.9% -$33.1K 0.35% 78
2023
Q1 		$3.87M Sell
19,079
-24
-0.1% -$5.28K 0.39% 74
2022
Q4 		$4.14M Sell
19,103
-378
-2% -$86.2K 0.44% 62
2022
Q3 		$4.14M Sell
19,481
-52
-0.3% -$12.4K 0.46% 61
2022
Q2 		$4.72M Sell
19,533
-310
-2% -$78.1K 0.5% 59
2022
Q1 		$5.42M Sell
19,843
-3,180
-14% -$899K 0.48% 58
2021
Q4 		$7.87M Sell
23,023
-90
-0.4% -$27.9K 0.62% 45
2021
Q3 		$5.99M Sell
23,113
-236
-1% -$62K 0.52% 55
2021
Q2 		$6M Sell
23,349
-169
-0.7% -$41K 0.51% 55
2021
Q1 		$5.58M Buy
23,518
+470
+2% +$110K 0.48% 59
2020
Q4 		$5.34M Sell
23,048
-265
-1% -$52.6K 0.51% 60
2020
Q3 		$3.74M Sell
23,313
-1,468
-6% -$232K 0.41% 67
2020
Q2 		$3.49M Buy
24,781
+917
+4% +$129K 0.5% 53
2020
Q1 		$2.77M Buy
23,864
+1,301
+6% +$189K 0.48% 58
2019
Q4 		$3.41M Sell
22,563
-205
-0.9% -$31.5K 0.49% 62
2019
Q3 		$3.33M Buy
22,768
+463
+2% +$71.3K 0.51% 58
2019
Q2 		$3.23M Sell
22,305
-988
-4% -$136K 0.51% 60
2019
Q1 		$2.94M Sell
23,293
-536
-2% -$64.4K 0.46% 62
2018
Q4 		$2.62M Buy
23,829
+2,163
+10% +$254K 0.47% 60
2018
Q3 		$2.73M Sell
21,666
-250
-1% -$33.7K 0.41% 69
2018
Q2 		$2.81M Sell
21,916
-185
-0.8% -$21.2K 0.46% 67
2018
Q1 		$2.11M Buy
22,101
+315
+1% +$30.3K 0.36% 84
2017
Q4 		$2.11M Buy
21,786
+260
+1% +$23.4K 0.36% 80
2017
Q3 		$1.83M Sell
21,526
-1,320
-6% -$108K 0.33% 84
2017
Q2 		$1.79M Buy
22,846
+3,145
+16% +$237K 0.31% 82
2017
Q1 		$1.44M Buy
19,701
+945
+5% +$73.5K 0.28% 89
2016
Q4 		$1.38M Buy
18,756
+795
+4% +$58.4K 0.29% 88
2016
Q3 		$1.42M Buy
17,961
+200
+1% +$16.4K 0.34% 81
2016
Q2 		$1.45M Sell
17,761
-79
-0.4% -$6.6K 0.32% 82
2016
Q1 		$1.57M Sell
17,840
-60
-0.3% -$4.78K 0.43% 67
2015
Q4 		$1.44M Sell
17,900
-1,050
-6% -$85.1K 0.33% 84
2015
Q3 		$1.52M Buy
18,950
+265
+1% +$21.6K 0.36% 82
2015
Q2 		$1.49M Buy
18,685
+305
+2% +$23.4K 0.32% 87
2015
Q1 		$1.38M Buy
18,380
+975
+6% +$69.2K 0.31% 88
2014
Q4 		$1.13M Buy
17,405
+880
+5% +$58.3K 0.26% 96
2014
Q3 		$1.12M Sell
16,525
-680
-4% -$46.5K 0.27% 92
2014
Q2 		$1.24M Buy
17,205
+1,065
+7% +$77.9K 0.3% 90
2014
Q1 		$1.27M Buy
16,140
+535
+3% +$42.6K 0.32% 85
2013
Q4 		$1.22M Buy
15,605
+500
+3% +$39.8K 0.33% 86
2013
Q3 		$1.2M Sell
15,105
-45
-0.3% -$3.48K 0.35% 83
2013
Q2 		$1.18M Buy
+15,150
New +$1.05M 0.37% 85

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

YHB Investment Advisors's MORN Position: Q2 2026 in Review

YHB Investment Advisors reduced its Morningstar (MORN) stake by 5.4% in Q2 2026, selling an estimated $23.5K and leaving 2,370 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #247.

YHB Investment Advisors first reported a position in MORN in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.87M in Q4 2021. 129 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • YHB Investment Advisors held 2,370 shares of Morningstar worth $370K as of Q2 2026.
  • YHB Investment Advisors sold 135 Morningstar shares in Q2 2026, an estimated $23.5K.
  • Morningstar made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • YHB Investment Advisors first reported a position in Morningstar in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Morningstar position peaked at $7.87M in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.