Mackenzie Financial
MORN icon

Mackenzie Financial’s Morningstar MORN Stock Holding History

Mackenzie Financial’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 		$475K Sell
2,811
-49
-2% -$9.1K ﹤0.01% 1220
2025
Q4 		$622K Sell
2,860
-642
-18% -$139K ﹤0.01% 1165
2025
Q3 		$812K Buy
3,502
+130
+4% +$34.7K ﹤0.01% 1120
2025
Q2 		$1.06M Hold
3,372
– – ﹤0.01% 999
2025
Q1 		$1.01M Buy
3,372
+656
+24% +$207K ﹤0.01% 975
2024
Q4 		$915K Buy
+2,716
New +$927K ﹤0.01% 961
2023
Q2 		– Sell
-2,253
Closed -$457K – 1588
2023
Q1 		$457K Sell
2,253
-1,320
-37% -$290K ﹤0.01% 1052
2022
Q4 		$774K Buy
+3,573
New +$814K ﹤0.01% 814

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