1620 Investment Advisors »

Morningstar shares owned by 1620 Investment Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by 1620 Investment Advisors from 13F filings

Historical chart of 1620 Investment Advisors investment in Morningstar

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All positions including Morningstar held by 1620 Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by 1620 Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $186k 1.2k 156.02

More positions owned by 1620 Investment Advisors

State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Freedom 100 Emerging Markets Etf Etf (FRDM)
State Street Msci Eafe Strategicfactors Etf Etf (QEFA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Avantis Emerging Markets Value Etf etf (AVES)
Tri Contl Corp Cef (TY)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Taiwan Semiconductor Mfg (TSM)
Schwab Us Tips Etf Etf (SCHP)
Janus Henderson Securitized Income Etf Etf (JSI)
TJX Companies (TJX)
Raytheon Technologies Corp (RTX)

View all positions for 1620 Investment Advisors

Top funds holding Morningstar

Bamco
BlackRock
Morgan Stanley
Wellington Management Company
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Thomas Stevens, CFA"
Two Sigma Investments
Jane Street
Arrowstreet Capital, Limited Partnership
Kensico Capital Management Corp

View all funds holding Morningstar