Handelsbanken Fonder’s Morningstar MORN Stock Holding History

Handelsbanken Fonder’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	$994K	Hold	6,372	–	–	﹤0.01%	1144
2026 Q1	$1.08M	Hold	6,372	–	–	﹤0.01%	1000
2025 Q4	$1.39M	Hold	6,372	–	–	﹤0.01%	898
2025 Q3	$1.48M	Hold	6,372	–	–	﹤0.01%	846
2025 Q2	$2M	Hold	6,372	–	–	0.01%	653
2025 Q1	$1.91M	Hold	6,372	–	–	0.01%	663
2024 Q4	$2.15M	Buy	6,372 +400	+7%	+$137K	0.01%	649
2024 Q3	$1.91M	Buy	5,972 +400	+7%	+$124K	0.01%	681
2024 Q2	$1.65M	Hold	5,572	–	–	0.01%	640
2024 Q1	$1.72M	Hold	5,572	–	–	0.01%	650
2023 Q4	$1.59M	Buy	5,572 +2,200	+65%	+$573K	0.01%	617
2023 Q3	$790K	Hold	3,372	–	–	﹤0.01%	819
2023 Q2	$661K	Buy	3,372 +300	+10%	+$59.4K	﹤0.01%	928
2023 Q1	$624K	Hold	3,072	–	–	﹤0.01%	908
2022 Q4	$665K	Hold	3,072	–	–	﹤0.01%	811
2022 Q3	$652K	Sell	3,072 -1,200	-28%	-$285K	﹤0.01%	820
2022 Q2	$1.03M	Hold	4,272	–	–	0.01%	679
2022 Q1	$1.17M	Hold	4,272	–	–	0.01%	733
2021 Q4	$1.46M	Hold	4,272	–	–	0.01%	721
2021 Q3	$1.11M	Hold	4,272	–	–	0.01%	852
2021 Q2	$1.1M	Sell	4,272 -400	-9%	-$97.1K	0.01%	872
2021 Q1	$1.05M	Hold	4,672	–	–	0.01%	815
2020 Q4	$1.08M	Hold	4,672	–	–	0.01%	787
2020 Q3	$750K	Hold	4,672	–	–	0.01%	818
2020 Q2	$659K	Buy	+4,672	New	+$660K	0.01%	834

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 $3.37T AUM 44.26% 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

Handelsbanken Fonder's MORN Position: Q2 2026 in Review

Handelsbanken Fonder held its Morningstar (MORN) position steady in Q2 2026 at 6,372 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Handelsbanken Fonder first reported a position in MORN in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.15M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Handelsbanken Fonder held 6,372 shares of Morningstar worth $994K as of Q2 2026.
Handelsbanken Fonder left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #1144 holding.
Handelsbanken Fonder first reported a position in Morningstar in Q2 2020 and has held it in 25 quarters since.
Handelsbanken Fonder's Morningstar position peaked at $2.15M in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.