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Activest Wealth Management → MORN
Activest Wealth Management MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $76 |
| Q4 2025 | $12K |
| Q1 2026 | $1K |
| Q2 2026 | $8K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 72 | — | — |
| Q2 2026 | $8K | 52 | — | — |
| Q1 2026 | $1K | 6 | — | — |
| Q4 2025 | $12K | 56 | — | — |
| Q3 2025 | $76 | 0 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M