Handelsbanken Fonder
MORN icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return