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Curated Wealth Partners LLC → MORN
Curated Wealth Partners LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
1
Latest value
$263K
Q3 2026
Peak value
$263K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $263K | 1.4K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M