HSBC Holdings’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
10,149
+229
| +2% | +$42.5K | ﹤0.01% | 1603 |
|
|
2025
Q4 | $2.16M | Sell |
9,920
-17,774
| -64% | -$3.85M | ﹤0.01% | 1535 |
|
|
2025
Q3 | $6.41M | Buy |
27,694
+21,554
| +351% | +$5.75M | ﹤0.01% | 1092 |
|
|
2025
Q2 | $1.92M | Sell |
6,140
-7,902
| -56% | -$2.34M | ﹤0.01% | 1513 |
|
|
2025
Q1 | $4.18M | Buy |
14,042
+7,776
| +124% | +$2.45M | ﹤0.01% | 1167 |
|
|
2024
Q4 | $2.12M | Buy |
6,266
+5,313
| +558% | +$1.81M | ﹤0.01% | 1450 |
|
|
2024
Q3 | $304K | Sell |
953
-1,589
| -63% | -$494K | ﹤0.01% | 2330 |
|
|
2024
Q2 | $751K | Sell |
2,542
-694
| -21% | -$205K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $997K | Buy |
3,236
+177
| +6% | +$51K | ﹤0.01% | 1780 |
|
|
2023
Q4 | $875K | Buy |
3,059
+2,064
| +207% | +$538K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $233K | Sell |
995
-2,843
| -74% | -$642K | ﹤0.01% | 2344 |
|
|
2023
Q2 | $752K | Buy |
+3,838
| New | +$760K | ﹤0.01% | 1832 |
|
|
2023
Q1 | – | Sell |
-1,030
| Closed | -$223K | – | 2905 |
|
|
2022
Q4 | $223K | Buy |
+1,030
| New | +$235K | ﹤0.01% | 2723 |
|
|
2022
Q3 | – | Sell |
-2,979
| Closed | -$725K | – | 3137 |
|
|
2022
Q2 | $725K | Sell |
2,979
-3,633
| -55% | -$916K | ﹤0.01% | 2102 |
|
|
2022
Q1 | $1.84M | Buy |
6,612
+3,912
| +145% | +$1.11M | ﹤0.01% | 1636 |
|
|
2021
Q4 | $923K | Sell |
2,700
-11,406
| -81% | -$3.53M | ﹤0.01% | 2101 |
|
|
2021
Q3 | $3.68M | Sell |
14,106
-674
| -5% | -$177K | ﹤0.01% | 1288 |
|
|
2021
Q2 | $3.8M | Buy |
14,780
+11,399
| +337% | +$2.77M | ﹤0.01% | 1202 |
|
|
2021
Q1 | $766K | Sell |
3,381
-1,032
| -23% | -$242K | ﹤0.01% | 1742 |
|
|
2020
Q4 | $1.02M | Buy |
4,413
+2,146
| +95% | +$426K | ﹤0.01% | 1692 |
|
|
2020
Q3 | $365K | Sell |
2,267
-6,885
| -75% | -$1.09M | ﹤0.01% | 2134 |
|
|
2020
Q2 | $1.29M | Sell |
9,152
-5,617
| -38% | -$793K | ﹤0.01% | 1335 |
|
|
2020
Q1 | $1.71M | Sell |
14,769
-1,565
| -10% | -$227K | ﹤0.01% | 1237 |
|
|
2019
Q4 | $2.47M | Sell |
16,334
-16,414
| -50% | -$2.52M | ﹤0.01% | 1412 |
|
|
2019
Q3 | $4.79M | Buy |
32,748
+6,704
| +26% | +$1.03M | 0.01% | 1204 |
|
|
2019
Q2 | $3.77M | Buy |
26,044
+3,071
| +13% | +$424K | 0.01% | 1266 |
|
|
2019
Q1 | $2.89M | Buy |
22,973
+10,200
| +80% | +$1.23M | 0.01% | 1342 |
|
|
2018
Q4 | $1.4M | Buy |
12,773
+11,049
| +641% | +$1.3M | ﹤0.01% | 1630 |
|
|
2018
Q3 | $217K | Buy |
1,724
+143
| +9% | +$19.3K | ﹤0.01% | 2384 |
|
|
2018
Q2 | $203K | Sell |
1,581
-930
| -37% | -$106K | ﹤0.01% | 2442 |
|
|
2018
Q1 | $240K | Sell |
2,511
-208
| -8% | -$20K | ﹤0.01% | 2309 |
|
|
2017
Q4 | $264K | Buy |
2,719
+353
| +15% | +$31.8K | ﹤0.01% | 1773 |
|
|
2017
Q3 | $201K | Buy |
+2,366
| New | +$193K | ﹤0.01% | 2166 |
|
|
2013
Q4 | – | Sell |
-4,654
| Closed | -$369K | – | 1714 |
|
|
2013
Q3 | $369K | Buy |
4,654
+412
| +10% | +$31.8K | ﹤0.01% | 1462 |
|
|
2013
Q2 | $329K | Buy |
+4,242
| New | +$294K | ﹤0.01% | 1301 |
|
Other funds holding MORN
VPM
VCM
HSBC Holdings's MORN Position: Q1 2026 in Review
HSBC Holdings increased its Morningstar (MORN) stake by 2.3% in Q1 2026, buying an estimated $42.5K and bringing the position to 10,149 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.
HSBC Holdings first reported a position in MORN in Q2 2013 and has held it in 35 quarters since. The position peaked at $6.41M in Q3 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- HSBC Holdings held 10,149 shares of Morningstar worth $1.71M as of Q1 2026.
- HSBC Holdings bought 229 Morningstar shares in Q1 2026, an estimated $42.5K.
- Morningstar made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1603 holding.
- HSBC Holdings first reported a position in Morningstar in Q2 2013 and has held it in 35 quarters since.
- HSBC Holdings's Morningstar position peaked at $6.41M in Q3 2025.
- 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.