CIBC Private Wealth Group
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CIBC Private Wealth Group’s Morningstar MORN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$378K Sell
1,738
-2,379
-58% -$515K ﹤0.01% 962
2025
Q3 		$955K Sell
4,117
-1,660
-29% -$442K ﹤0.01% 704
2025
Q2 		$1.81M Sell
5,777
-71
-1% -$21K ﹤0.01% 572
2025
Q1 		$1.49M Buy
5,848
+29
+0.5% +$9.13K ﹤0.01% 587
2024
Q4 		$1.88M Sell
5,819
-66
-1% -$22.5K ﹤0.01% 579
2024
Q3 		$1.88M Hold
5,885
– – ﹤0.01% 578
2024
Q2 		$1.76M Buy
5,885
+706
+14% +$209K ﹤0.01% 561
2024
Q1 		$1.59M Buy
5,179
+854
+20% +$246K ﹤0.01% 576
2023
Q4 		$1.24M Sell
4,325
-142
-3% -$37K ﹤0.01% 590
2023
Q3 		$1.05M Buy
4,467
+3,121
+232% +$705K ﹤0.01% 597
2023
Q2 		$264K Sell
1,346
-249
-16% -$49.3K ﹤0.01% 794
2023
Q1 		$324K Hold
1,595
– – ﹤0.01% 768
2022
Q4 		$314K Hold
1,595
– – ﹤0.01% 676
2022
Q3 		$339K Buy
1,595
+1
+0.1% +$238 ﹤0.01% 769
2022
Q2 		$386K Sell
1,594
-18
-1% -$4.54K ﹤0.01% 755
2022
Q1 		$440K Buy
1,612
+58
+4% +$16.4K ﹤0.01% 778
2021
Q4 		$531K Buy
1,554
+250
+19% +$77.4K ﹤0.01% 764
2021
Q3 		$338K Hold
1,304
– – ﹤0.01% 798
2021
Q2 		$335K Hold
1,304
– – ﹤0.01% 878
2021
Q1 		$293K Hold
1,304
– – ﹤0.01% 907
2020
Q4 		$302K Hold
1,304
– – ﹤0.01% 868
2020
Q3 		$209K Buy
+1,304
New +$206K ﹤0.01% 837
2020
Q1 		– Sell
-1,506
Closed -$228K – 899
2019
Q4 		$228K Hold
1,506
– – ﹤0.01% 852
2019
Q3 		$220K Buy
1,506
+18
+1% +$2.77K ﹤0.01% 847
2019
Q2 		$215K Buy
+1,488
New +$205K ﹤0.01% 876
2018
Q3 		– Sell
-1,480
Closed -$190K – 1417
2018
Q2 		$190K Sell
1,480
-150
-9% -$17.2K ﹤0.01% 931
2018
Q1 		$156K Hold
1,630
– – ﹤0.01% 953
2017
Q4 		$158K Buy
+1,630
New +$147K ﹤0.01% 962

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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 Private Wealth Group's MORN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Morningstar (MORN) stake by 58% in Q4 2025, selling an estimated $515K and leaving 1,738 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

CIBC Private Wealth Group first reported a position in MORN in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.88M in Q3 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • CIBC Private Wealth Group held 1,738 shares of Morningstar worth $378K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,379 Morningstar shares in Q4 2025, an estimated $515K.
  • Morningstar made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #962 holding.
  • CIBC Private Wealth Group first reported a position in Morningstar in Q4 2017 and has held it in 28 quarters since.
  • CIBC Private Wealth Group's Morningstar position peaked at $1.88M in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.