Federation des caisses Desjardins du Quebec’s Morningstar MORN Stock Holding History

Federation des caisses Desjardins du Quebec’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	$347K	Buy	2,227 +285	+15%	+$49.5K	﹤0.01%	1467
2026 Q1	$328K	Buy	1,942 +13	+0.7%	+$2.42K	﹤0.01%	1393
2025 Q4	$419K	Buy	1,929 +239	+14%	+$51.8K	﹤0.01%	1352
2025 Q3	$392K	Buy	+1,690	New	+$450K	﹤0.01%	1322
2022 Q4	–	Sell	-25	Closed	-$5.31K	–	2521
2022 Q3	$5.31K	Hold	25	–	–	﹤0.01%	2064
2022 Q2	$6.05K	Hold	25	–	–	﹤0.01%	2070
2022 Q1	$6.83K	Hold	25	–	–	﹤0.01%	2127
2021 Q4	$8.55K	Hold	25	–	–	﹤0.01%	2062
2021 Q3	$6.48K	Buy	+25	New	+$6.57K	﹤0.01%	2169
2020 Q1	–	Sell	-1,434	Closed	-$217K	–	2311
2019 Q4	$217K	Sell	1,434 -114	-7%	-$17.5K	﹤0.01%	1049
2019 Q3	$226K	Sell	1,548 -91	-6%	-$14K	﹤0.01%	1012
2019 Q2	$237K	Buy	+1,639	New	+$226K	﹤0.01%	994

Other funds holding MORN

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's MORN Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec increased its Morningstar (MORN) stake by 15% in Q2 2026, buying an estimated $49.5K and bringing the position to 2,227 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Federation des caisses Desjardins du Quebec first reported a position in MORN in Q2 2019 and has held it in 12 quarters since. The position peaked at $419K in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Federation des caisses Desjardins du Quebec held 2,227 shares of Morningstar worth $347K as of Q2 2026.
Federation des caisses Desjardins du Quebec bought 285 Morningstar shares in Q2 2026, an estimated $49.5K.
Morningstar made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q2 2026, its #1467 holding.
Federation des caisses Desjardins du Quebec first reported a position in Morningstar in Q2 2019 and has held it in 12 quarters since.
Federation des caisses Desjardins du Quebec's Morningstar position peaked at $419K in Q4 2025.
420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.