CIBC Asset Management
MORN icon

CIBC Asset Management’s Morningstar MORN Stock Holding History

CIBC Asset Management’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
Q2 		– Sell
-1,355
Closed -$229K – 1486
2026
Q1 		$229K Hold
1,355
– – ﹤0.01% 1152
2025
Q4 		$294K Hold
1,355
– – ﹤0.01% 982
2025
Q3 		$314K Hold
1,355
– – ﹤0.01% 913
2025
Q2 		$425K Hold
1,355
– – ﹤0.01% 790
2025
Q1 		$406K Buy
1,355
+28
+2% +$8.82K ﹤0.01% 781
2024
Q4 		$447K Buy
1,327
+68
+5% +$23.2K ﹤0.01% 776
2024
Q3 		$402K Buy
1,259
+41
+3% +$12.7K ﹤0.01% 795
2024
Q2 		$360K Buy
1,218
+470
+63% +$139K ﹤0.01% 786
2024
Q1 		$231K Hold
748
– – ﹤0.01% 946
2023
Q4 		$214K Buy
+748
New +$195K ﹤0.01% 964
2023
Q1 		– Sell
-1,152
Closed -$250K – 1109
2022
Q4 		$250K Sell
1,152
-487
-30% -$111K ﹤0.01% 863
2022
Q3 		$348K Hold
1,639
– – ﹤0.01% 838
2022
Q2 		$396K Sell
1,639
-119
-7% -$30K ﹤0.01% 793
2022
Q1 		$480K Hold
1,758
– – ﹤0.01% 847
2021
Q4 		$601K Buy
1,758
+10
+0.6% +$3.1K ﹤0.01% 795
2021
Q3 		$453K Buy
1,748
+152
+10% +$39.9K ﹤0.01% 852
2021
Q2 		$410K Hold
1,596
– – ﹤0.01% 862
2021
Q1 		$359K Buy
1,596
+45
+3% +$10.5K ﹤0.01% 889
2020
Q4 		$359K Hold
1,551
– – ﹤0.01% 832
2020
Q3 		$249K Buy
1,551
+39
+3% +$6.16K ﹤0.01% 910
2020
Q2 		$213K Buy
+1,512
New +$213K ﹤0.01% 950
2020
Q1 		– Sell
-1,512
Closed -$229K – 1114
2019
Q4 		$229K Buy
1,512
+12
+0.8% +$1.84K ﹤0.01% 997
2019
Q3 		$219K Hold
1,500
– – ﹤0.01% 985
2019
Q2 		$217K Buy
+1,500
New +$207K ﹤0.01% 1011

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Asset Management's MORN Position: Q2 2026 in Review

CIBC Asset Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,355 shares — an estimated $229K sold.

CIBC Asset Management first reported a position in MORN in Q2 2019 and held it in 24 quarters. The position peaked at $601K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • CIBC Asset Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • CIBC Asset Management sold 1,355 Morningstar shares in Q2 2026, an estimated $229K.
  • CIBC Asset Management first reported a position in Morningstar in Q2 2019 and held it in 24 quarters.
  • CIBC Asset Management's Morningstar position peaked at $601K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.