TOBAM’s Morningstar MORN Stock Holding History

TOBAM’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	–	Sell	-78	Closed	-$17K	–	273
2025 Q4	$17K	Hold	78	–	–	﹤0.01%	241
2025 Q3	$18K	Buy	+78	New	+$20.8K	0.01%	196
2023 Q4	–	Sell	-3	Closed	-$1K	–	391
2023 Q3	$1K	Buy	+3	New	+$677	﹤0.01%	367

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

TOBAM's MORN Position: Q1 2026 in Review

TOBAM sold out of Morningstar (MORN) in Q1 2026, closing a stake of 78 shares — an estimated $17K sold.

TOBAM first reported a position in MORN in Q3 2023 and held it in 3 quarters. The position peaked at $18K in Q3 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

TOBAM reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
TOBAM sold 78 Morningstar shares in Q1 2026, an estimated $17K.
TOBAM first reported a position in Morningstar in Q3 2023 and held it in 3 quarters.
TOBAM's Morningstar position peaked at $18K in Q3 2025.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.