Alberta Investment Management Corp (AIMCo)’s Morningstar MORN Stock Holding History

Alberta Investment Management Corp (AIMCo)’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,300	Closed	-$1.37M	–	765
2025 Q4	$1.37M	Buy	+6,300	New	+$1.36M	0.01%	567
2025 Q2	–	Sell	-1,256	Closed	-$377K	–	775
2025 Q1	$377K	Hold	1,256	–	–	﹤0.01%	698
2024 Q4	$423K	Buy	+1,256	New	+$429K	﹤0.01%	738
2023 Q1	–	Sell	-5,294	Closed	-$1.15M	–	1287
2022 Q4	$1.15M	Sell	5,294 -14,621	-73%	-$3.33M	0.01%	776
2022 Q3	$4.23M	Hold	19,915	–	–	0.03%	516
2022 Q2	$4.82M	Buy	19,915 +353	+2%	+$89K	0.03%	505
2022 Q1	$5.34M	Hold	19,562	–	–	0.03%	528
2021 Q4	$6.69M	Buy	+19,562	New	+$6.06M	0.04%	402

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s MORN Position: Q1 2026 in Review

Alberta Investment Management Corp (AIMCo) sold out of Morningstar (MORN) in Q1 2026, closing a stake of 6,300 shares — an estimated $1.37M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in MORN in Q4 2021 and held it in 8 quarters. The position peaked at $6.69M in Q4 2021. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Alberta Investment Management Corp (AIMCo) reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 6,300 Morningstar shares in Q1 2026, an estimated $1.37M.
Alberta Investment Management Corp (AIMCo) first reported a position in Morningstar in Q4 2021 and held it in 8 quarters.
Alberta Investment Management Corp (AIMCo)'s Morningstar position peaked at $6.69M in Q4 2021.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2026, filed 29 Apr 2026.