Ritholtz Wealth Management

SEC CIK: 0001698218
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

MORN holding history

Morningstar, Inc. in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overview All 13F holders of MORN Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of MORN by Ritholtz Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−651−100.0%	Sold out	Holders
Q1 2024	651	$200.7K	<0.1%	+651	New	Holders
Q1 2022	0	$0	0.0%	−645−100.0%	Sold out	Holders
Q4 2021	645	$221.0K	<0.1%	+645	New	Holders