CI
MORN icon

Cooper Investors’s Morningstar MORN Stock Holding History

Cooper Investors’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
-31,887
Closed -$6.93M – 46
2025
Q4 		$6.93M Buy
31,887
+902
+3% +$195K 2.3% 18
2025
Q3 		$7.19M Hold
30,985
– – 1.96% 19
2025
Q2 		$9.73M Buy
30,985
+6,598
+27% +$1.95M 1.77% 21
2025
Q1 		$7.31M Buy
24,387
+3,114
+15% +$981K 1.19% 30
2024
Q4 		$7.16M Buy
+21,273
New +$7.26M 1.13% 32

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return