Zurich Cantonal Bank
MORN icon

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

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Wellington Management Group
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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 $3.38T AUM 44.17% 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

Zurich Cantonal Bank's MORN Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Morningstar (MORN) stake by 21% in Q2 2026, selling an estimated $332K and leaving 7,031 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Zurich Cantonal Bank first reported a position in MORN in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.58M in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Zurich Cantonal Bank held 7,031 shares of Morningstar worth $1.1M as of Q2 2026.
  • Zurich Cantonal Bank sold 1,910 Morningstar shares in Q2 2026, an estimated $332K.
  • Morningstar made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1500 holding.
  • Zurich Cantonal Bank first reported a position in Morningstar in Q1 2015 and has held it in 45 quarters since.
  • Zurich Cantonal Bank's Morningstar position peaked at $2.58M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.