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YHB Investment Advisors, Inc. → MORN
YHB Investment Advisors, Inc. MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
4
Latest value
$397K
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q1 2026 | $423K |
| Q2 2026 | $370K |
| Q3 2026 | $397K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $397K | 2.1K | — | — |
| Q2 2026 | $370K | 2.4K | — | — |
| Q1 2026 | $423K | 2.5K | — | — |
| Q4 2025 | $2.1M | 9.7K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M