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Morningstar Investment Management’s BCE BCE Stock Holding History

Morningstar Investment Management’s Portfolio BCE Stock Details BCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-134,571
Closed -$3.21M – 320
2025
Q4 		$3.21M Sell
134,571
-81,087
-38% -$1.89M 0.19% 119
2025
Q3 		$5.04M Buy
+215,658
New +$5.19M 0.19% 143

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
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

Morningstar Investment Management's BCE Position: Q1 2026 in Review

Morningstar Investment Management sold out of BCE (BCE) in Q1 2026, closing a stake of 134,571 shares — an estimated $3.21M sold.

Morningstar Investment Management first reported a position in BCE in Q3 2025 and held it in 2 quarters. The position peaked at $5.04M in Q3 2025. 405 funds tracked by Wall St. Rank hold BCE as of Q1 2026.

  • Morningstar Investment Management reported no remaining BCE position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 134,571 BCE shares in Q1 2026, an estimated $3.21M.
  • Morningstar Investment Management first reported a position in BCE in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's BCE position peaked at $5.04M in Q3 2025.
  • 405 funds tracked by Wall St. Rank held BCE as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.