Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
MORN icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Morningstar MORN Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$1.12M Sell
6,600
-17,000
-72% -$3.16M ﹤0.01% 1129
2025
Q4 		$5.13M Sell
23,600
-12,598
-35% -$2.73M 0.01% 656
2025
Q3 		$8.4M Sell
36,198
-6,222
-15% -$1.66M 0.02% 473
2025
Q2 		$13.3M Buy
42,420
+26,520
+167% +$7.85M 0.03% 358
2025
Q1 		$4.77M Sell
15,900
-12,006
-43% -$3.78M 0.01% 497
2024
Q4 		$9.4M Buy
27,906
+4,975
+22% +$1.7M 0.02% 425
2024
Q3 		$7.32M Buy
22,931
+16,931
+282% +$5.26M 0.02% 426
2024
Q2 		$1.78M Sell
6,000
-23,413
-80% -$6.93M 0.01% 645
2024
Q1 		$9.07M Buy
+29,413
New +$8.47M 0.03% 285
2023
Q4 		– Sell
-50,000
Closed -$11.7M – 1124
2023
Q3 		$11.7M Buy
50,000
+21,314
+74% +$4.81M 0.05% 222
2023
Q2 		$5.62M Buy
28,686
+28,151
+5,262% +$5.57M 0.02% 350
2023
Q1 		$109K Buy
535
+244
+84% +$53.6K ﹤0.01% 1032
2022
Q4 		$63K Sell
291
-24,788
-99% -$5.65M ﹤0.01% 1255
2022
Q3 		$5.33M Buy
25,079
+23,650
+1,655% +$5.62M 0.03% 346
2022
Q2 		$346K Buy
+1,429
New +$360K ﹤0.01% 1144
2021
Q4 		– Sell
-9,100
Closed -$2.36M – 1826
2021
Q3 		$2.36M Sell
9,100
-4,956
-35% -$1.3M 0.01% 805
2021
Q2 		$3.61M Buy
14,056
+11,010
+361% +$2.67M 0.01% 781
2021
Q1 		$685K Sell
3,046
-12,654
-81% -$2.97M ﹤0.01% 1026
2020
Q4 		$3.64M Sell
15,700
-1,149
-7% -$228K 0.01% 587
2020
Q3 		$2.71M Buy
16,849
+1,149
+7% +$182K 0.02% 321
2020
Q2 		$2.21M Sell
15,700
-2,300
-13% -$325K 0.02% 323
2020
Q1 		$2.09M Buy
18,000
+800
+5% +$116K 0.02% 283
2019
Q4 		$2.6M Buy
+17,200
New +$2.64M 0.01% 508

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MORN Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Morningstar (MORN) stake by 72% in Q1 2026, selling an estimated $3.16M and leaving 6,600 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MORN in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.3M in Q2 2025. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 6,600 shares of Morningstar worth $1.12M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 17,000 Morningstar shares in Q1 2026, an estimated $3.16M.
  • Morningstar made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1129 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Morningstar in Q4 2019 and has held it in 23 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Morningstar position peaked at $13.3M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.