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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's MORN Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec increased its Morningstar (MORN) stake by 0.67% in Q1 2026, buying an estimated $2.42K and bringing the position to 1,942 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Federation des caisses Desjardins du Quebec first reported a position in MORN in Q2 2019 and has held it in 11 quarters since. The position peaked at $419K in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Federation des caisses Desjardins du Quebec held 1,942 shares of Morningstar worth $328K as of Q1 2026.
Federation des caisses Desjardins du Quebec bought 13 Morningstar shares in Q1 2026, an estimated $2.42K.
Morningstar made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q1 2026, its #1393 holding.
Federation des caisses Desjardins du Quebec first reported a position in Morningstar in Q2 2019 and has held it in 11 quarters since.
Federation des caisses Desjardins du Quebec's Morningstar position peaked at $419K in Q4 2025.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.