National Bank of Canada
MORN icon

National Bank of Canada’s Morningstar MORN Stock Holding History

National Bank of Canada’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
2025
Q4 		– Sell
-171
Closed -$39.7K – 3049
2025
Q3 		$39.7K Sell
171
-43,707
-100% -$11.7M ﹤0.01% 1992
2025
Q2 		$13.8M Buy
43,878
+28,758
+190% +$8.51M 0.01% 678
2025
Q1 		$4.53M Sell
15,120
-13,001
-46% -$4.09M ﹤0.01% 912
2024
Q4 		$9.47M Buy
28,121
+1,008
+4% +$344K 0.01% 789
2024
Q3 		$8.65M Buy
27,113
+13,005
+92% +$4.04M 0.01% 701
2024
Q2 		$4.2M Sell
14,108
-14,121
-50% -$4.18M 0.01% 781
2024
Q1 		$8.42M Buy
28,229
+5,071
+22% +$1.46M 0.01% 663
2023
Q4 		$6.41M Sell
23,158
-102,045
-82% -$26.6M 0.01% 683
2023
Q3 		$28.7M Sell
125,203
-16,998
-12% -$3.84M 0.04% 344
2023
Q2 		$28M Buy
142,201
+114,000
+404% +$22.6M 0.05% 282
2023
Q1 		$5.73M Sell
28,201
-4,001
-12% -$880K 0.01% 566
2022
Q4 		$6.97M Sell
32,202
-26,991
-46% -$6.15M 0.02% 517
2022
Q3 		$12.6M Buy
59,193
+25,000
+73% +$5.95M 0.07% 307
2022
Q2 		$8.26M Buy
34,193
+2,008
+6% +$506K 0.04% 428
2022
Q1 		$8.83M Buy
32,185
+19,000
+144% +$5.37M 0.03% 474
2021
Q4 		$4.49M Buy
+13,185
New +$4.08M 0.02% 589

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

National Bank of Canada's MORN Position: Q4 2025 in Review

National Bank of Canada sold out of Morningstar (MORN) in Q4 2025, closing a stake of 171 shares — an estimated $39.7K sold.

National Bank of Canada first reported a position in MORN in Q4 2021 and held it in 16 quarters. The position peaked at $28.7M in Q3 2023. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • National Bank of Canada reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • National Bank of Canada sold 171 Morningstar shares in Q4 2025, an estimated $39.7K.
  • National Bank of Canada first reported a position in Morningstar in Q4 2021 and held it in 16 quarters.
  • National Bank of Canada's Morningstar position peaked at $28.7M in Q3 2023.
  • 473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on National Bank of Canada's 13F filing for Q4 2025, filed 17 Feb 2026.