Swiss National Bank’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 | $8.25M | Sell |
48,800
-1,200
| -2% | -$223K | ﹤0.01% | 1061 |
|
|
2025
Q4 | $10.9M | Sell |
50,000
-3,300
| -6% | -$715K | 0.01% | 928 |
|
|
2025
Q3 | $12.4M | Buy |
53,300
+200
| +0.4% | +$53.3K | 0.01% | 856 |
|
|
2025
Q2 | $16.7M | Sell |
53,100
-900
| -2% | -$266K | 0.01% | 683 |
|
|
2025
Q1 | $16.2M | Sell |
54,000
-800
| -1% | -$252K | 0.01% | 672 |
|
|
2024
Q4 | $18.5M | Buy |
54,800
+600
| +1% | +$205K | 0.01% | 666 |
|
|
2024
Q3 | $17.3M | Sell |
54,200
-500
| -0.9% | -$155K | 0.01% | 686 |
|
|
2024
Q2 | $16.2M | Buy |
54,700
+4,100
| +8% | +$1.21M | 0.01% | 689 |
|
|
2024
Q1 | $15.6M | Buy |
50,600
+100
| +0.2% | +$28.8K | 0.01% | 719 |
|
|
2023
Q4 | $14.5M | Sell |
50,500
-5,700
| -10% | -$1.49M | 0.01% | 722 |
|
|
2023
Q3 | $13.2M | Buy |
56,200
+600
| +1% | +$135K | 0.01% | 765 |
|
|
2023
Q2 | $10.9M | Buy |
55,600
+600
| +1% | +$119K | 0.01% | 858 |
|
|
2023
Q1 | $11.2M | Sell |
55,000
-6,500
| -11% | -$1.43M | 0.01% | 825 |
|
|
2022
Q4 | $13.3M | Buy |
61,500
+700
| +1% | +$160K | 0.01% | 767 |
|
|
2022
Q3 | $12.9M | Buy |
60,800
+100
| +0.2% | +$23.8K | 0.01% | 766 |
|
|
2022
Q2 | $14.7M | Buy |
60,700
+4,600
| +8% | +$1.16M | 0.01% | 730 |
|
|
2022
Q1 | $15.3M | Buy |
56,100
+4,000
| +8% | +$1.13M | 0.01% | 786 |
|
|
2021
Q4 | $17.8M | Sell |
52,100
-100
| -0.2% | -$31K | 0.01% | 728 |
|
|
2021
Q3 | $13.5M | Buy |
52,200
+100
| +0.2% | +$26.3K | 0.01% | 845 |
|
|
2021
Q2 | $13.4M | Sell |
52,100
-1,700
| -3% | -$412K | 0.01% | 864 |
|
|
2021
Q1 | $12.1M | Buy |
53,800
+500
| +0.9% | +$117K | 0.01% | 890 |
|
|
2020
Q4 | $12.3M | Hold |
53,300
| – | – | 0.01% | 825 |
|
|
2020
Q3 | $8.56M | Buy |
53,300
+700
| +1% | +$111K | 0.01% | 874 |
|
|
2020
Q2 | $7.42M | Buy |
52,600
+15,200
| +41% | +$2.15M | 0.01% | 929 |
|
|
2020
Q1 | $4.35M | Buy |
37,400
+600
| +2% | +$86.9K | ﹤0.01% | 1008 |
|
|
2019
Q4 | $5.57M | Buy |
36,800
+800
| +2% | +$123K | 0.01% | 1078 |
|
|
2019
Q3 | $5.26M | Buy |
36,000
+300
| +0.8% | +$46.2K | 0.01% | 1065 |
|
|
2019
Q2 | $5.16M | Buy |
35,700
+700
| +2% | +$96.6K | 0.01% | 1097 |
|
|
2019
Q1 | $4.41M | Buy |
35,000
+1,100
| +3% | +$132K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $3.72M | Buy |
33,900
+500
| +1% | +$58.6K | ﹤0.01% | 1159 |
|
|
2018
Q3 | $4.21M | Hold |
33,400
| – | – | ﹤0.01% | 1231 |
|
|
2018
Q2 | $4.28M | Hold |
33,400
| – | – | ﹤0.01% | 1207 |
|
|
2018
Q1 | $3.19M | Buy |
33,400
+700
| +2% | +$67.3K | ﹤0.01% | 1332 |
|
|
2017
Q4 | $3.17M | Hold |
32,700
| – | – | ﹤0.01% | 1346 |
|
|
2017
Q3 | $2.78M | Hold |
32,700
| – | – | ﹤0.01% | 1398 |
|
|
2017
Q2 | $2.56M | Buy |
32,700
+1,100
| +3% | +$83K | ﹤0.01% | 1423 |
|
|
2017
Q1 | $2.48M | Hold |
31,600
| – | – | ﹤0.01% | 1433 |
|
|
2016
Q4 | $2.32M | Hold |
31,600
| – | – | ﹤0.01% | 1454 |
|
|
2016
Q3 | $2.5M | Sell |
31,600
-1,200
| -4% | -$98.6K | ﹤0.01% | 1365 |
|
|
2016
Q2 | $2.68M | Sell |
32,800
-300
| -0.9% | -$25.1K | ﹤0.01% | 1298 |
|
|
2016
Q1 | $2.82M | Buy |
33,100
+6,000
| +22% | +$478K | 0.01% | 1215 |
|
|
2015
Q4 | $2.18M | Hold |
27,100
| – | – | 0.01% | 1279 |
|
|
2015
Q3 | $2.17M | Buy |
27,100
+3,500
| +15% | +$286K | 0.01% | 1243 |
|
|
2015
Q2 | $1.88M | Hold |
23,600
| – | – | ﹤0.01% | 1346 |
|
|
2015
Q1 | $1.77M | Buy |
23,600
+400
| +2% | +$28.4K | ﹤0.01% | 1377 |
|
|
2014
Q4 | $1.5M | Buy |
23,200
+500
| +2% | +$33.1K | 0.01% | 1478 |
|
|
2014
Q3 | $1.54M | Sell |
22,700
-400
| -2% | -$27.4K | 0.01% | 1369 |
|
|
2014
Q2 | $1.66M | Sell |
23,100
-2,500
| -10% | -$183K | 0.01% | 1394 |
|
|
2014
Q1 | $2.02M | Buy |
25,600
+5,400
| +27% | +$430K | 0.01% | 1202 |
|
|
2013
Q4 | $1.58M | Hold |
20,200
| – | – | 0.01% | 1200 |
|
|
2013
Q3 | $1.6M | Buy |
20,200
+500
| +3% | +$38.6K | 0.01% | 1152 |
|
|
2013
Q2 | $1.53M | Buy |
+19,700
| New | +$1.37M | 0.01% | 1144 |
|
Other funds holding MORN
VPM
VCM
