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Westpac Banking Corp’s Morningstar MORN Stock Holding History

Westpac Banking Corp’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 		$128K Sell
819
-15
-2% -$2.61K 0.01% 420
2026
Q1 		$141K Buy
834
+316
+61% +$58.7K 0.01% 398
2025
Q4 		$113K Buy
+518
New +$112K 0.01% 403
2014
Q2 		– Sell
-5,800
Closed -$458K – 900
2014
Q1 		$458K Sell
5,800
-13,900
-71% -$1.11M ﹤0.01% 731
2013
Q4 		$1.54M Hold
19,700
– – 0.02% 516
2013
Q3 		$1.56M Buy
+19,700
New +$1.52M 0.02% 486

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Morgan Stanley
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AQR Capital Management
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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Westpac Banking Corp's MORN Position: Q2 2026 in Review

Westpac Banking Corp reduced its Morningstar (MORN) stake by 1.8% in Q2 2026, selling an estimated $2.61K and leaving 819 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #420.

Westpac Banking Corp first reported a position in MORN in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.56M in Q3 2013. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Westpac Banking Corp held 819 shares of Morningstar worth $128K as of Q2 2026.
  • Westpac Banking Corp sold 15 Morningstar shares in Q2 2026, an estimated $2.61K.
  • Morningstar made up 0.01% of Westpac Banking Corp's portfolio in Q2 2026, its #420 holding.
  • Westpac Banking Corp first reported a position in Morningstar in Q3 2013 and has held it in 6 quarters since.
  • Westpac Banking Corp's Morningstar position peaked at $1.56M in Q3 2013.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Westpac Banking Corp's 13F filing for Q2 2026, filed 12 Aug 2026.