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TD Waterhouse Canada’s Morningstar MORN Stock Holding History

TD Waterhouse 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
2026
Q2 		$70.4K Sell
435
-365
-46% -$63.4K ﹤0.01% 1325
2026
Q1 		$136K Buy
+800
New +$149K ﹤0.01% 1123

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Waterhouse Canada's MORN Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Morningstar (MORN) stake by 46% in Q2 2026, selling an estimated $63.4K and leaving 435 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

TD Waterhouse Canada first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $136K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • TD Waterhouse Canada held 435 shares of Morningstar worth $70.4K as of Q2 2026.
  • TD Waterhouse Canada sold 365 Morningstar shares in Q2 2026, an estimated $63.4K.
  • Morningstar made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1325 holding.
  • TD Waterhouse Canada first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • TD Waterhouse Canada's Morningstar position peaked at $136K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.