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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Morningstar MORN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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
Q3 		– Sell
-18
Closed -$2.81K – 2174
2026
Q2 		$2.81K Hold
18
– – ﹤0.01% 1963
2026
Q1 		$3.04K Buy
+18
New +$3.34K ﹤0.01% 1998
2025
Q4 		– Sell
-6
Closed -$1.39K – 2743
2025
Q3 		$1.39K Hold
6
– – ﹤0.01% 2154
2025
Q2 		$1.88K Hold
6
– – ﹤0.01% 2022
2025
Q1 		$1.8K Hold
6
– – ﹤0.01% 2015
2024
Q4 		$2.02K Hold
6
– – ﹤0.01% 1900
2024
Q3 		$1.92K Buy
+6
New +$1.86K ﹤0.01% 1987

Other funds holding MORN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MORN Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Morningstar (MORN) in Q3 2026, closing a stake of 18 shares — an estimated $2.81K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MORN in Q3 2024 and held it in 7 quarters. The position peaked at $3.04K in Q1 2026. 345 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Morningstar position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 18 Morningstar shares in Q3 2026, an estimated $2.81K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Morningstar in Q3 2024 and held it in 7 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Morningstar position peaked at $3.04K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.