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
Q2 		– Sell
-6,600
Closed -$1.12M – 1582
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

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MORN Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Morningstar (MORN) in Q2 2026, closing a stake of 6,600 shares — an estimated $1.12M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MORN in Q4 2019 and held it in 23 quarters. The position peaked at $13.3M in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 6,600 Morningstar shares in Q2 2026, an estimated $1.12M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Morningstar in Q4 2019 and held it in 23 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Morningstar position peaked at $13.3M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.