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GPGA
Grandeur Peak Global Advisors’s
Morningstar
MORN
Stock Holding History
Grandeur Peak Global Advisors’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
–
Sell
-4,766
Closed
-$1.11M
–
112
2025
Q3
$1.11M
Sell
4,766
-220
-4%
-$58.6K
0.15%
79
2025
Q2
$1.57M
Buy
4,986
+1,171
+31%
+$347K
0.19%
73
2025
Q1
$1.14M
Sell
3,815
-2,684
-41%
-$845K
0.13%
86
2024
Q4
$2.19M
Buy
+6,499
New
+$2.22M
0.19%
86
2022
Q4
–
Sell
-4,197
Closed
-$891K
–
120
2022
Q3
$891K
Sell
4,197
-2,078
-33%
-$494K
0.05%
92
2022
Q2
$1.52M
Buy
6,275
+1,171
+23%
+$295K
0.09%
81
2022
Q1
$1.39M
Buy
5,104
+756
+17%
+$214K
0.07%
95
2021
Q4
$1.49M
Buy
4,348
+48
+1%
+$14.9K
0.07%
94
2021
Q3
$1.11M
Buy
4,300
+300
+8%
+$78.8K
0.05%
99
2021
Q2
$1.03M
Hold
4,000
–
–
0.05%
100
2021
Q1
$900K
Buy
4,000
+325
+9%
+$76.2K
0.05%
101
2020
Q4
$851K
Buy
3,675
+125
+4%
+$24.8K
0.05%
95
2020
Q3
$570K
Buy
3,550
+1,000
+39%
+$158K
0.04%
96
2020
Q2
$359K
Buy
+2,550
New
+$360K
0.03%
102
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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