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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MORN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $2.4M |
| Q1 2026 | $1.3M |
| Q2 2026 | $2.8M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 18.8K | — | — |
| Q2 2026 | $2.8M | 18.7K | — | — |
| Q1 2026 | $1.3M | 7.6K | — | — |
| Q4 2025 | $2.4M | 11.2K | — | — |
| Q3 2025 | $1.2M | 5.4K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M