Position in MORN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$369,767
-$53,703 QoQ
Shares Held
2,370
-5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#252
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $3,191,473 across 3 Financial Data & Stock Exchanges names. MORN ranks #3 (11.6% of the industry book) .
All Filings in MORN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,767 | 2,370 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $423,470 | 2,505 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,103,995 | 9,682 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,601,760 | 11,214 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,823,353 | 12,179 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,863,525 | 12,884 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,336,121 | 12,876 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,137,390 | 12,965 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,022,968 | 13,598 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,328,589 | 14,037 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $4,033,694 | 14,092 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,337,656 | 18,518 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,708,075 | 18,912 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,873,609 | 19,079 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,137,518 | 19,103 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,136,205 | 19,481 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,723,665 | 19,533 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,420,512 | 19,843 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $7,873,635 | 23,023 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,986,960 | 23,113 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,003,261 | 23,349 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,292,490 | 23,518 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,337,225 | 23,048 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $3,744,300 | 23,313 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,493,377 | 24,781 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,774,190 | 23,864 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||