Zurich Cantonal Bank
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Zurich Cantonal Bank’s Morningstar MORN Stock Holding History

Zurich Cantonal Bank’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
-7,674
Closed -$1.67M – 3132
2025
Q4 		$1.67M Buy
+7,674
New +$1.66M ﹤0.01% 1052

Other funds holding MORN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Zurich Cantonal Bank's MORN Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Morningstar (MORN) in Q1 2026: 8,941 shares worth $1.51M. The stake represents ﹤0.01% of the portfolio and ranks #1194 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in MORN as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in MORN in Q1 2015 and has held it in 44 quarters since. The position peaked at $2.58M in Q2 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Zurich Cantonal Bank held 8,941 shares of Morningstar worth $1.51M as of Q1 2026.
  • Morningstar was a new Zurich Cantonal Bank position in Q1 2026.
  • Morningstar made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1194 holding.
  • Zurich Cantonal Bank first reported a position in Morningstar in Q1 2015 and has held it in 44 quarters since.
  • Zurich Cantonal Bank's Morningstar position peaked at $2.58M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.