Back to MORN
Copeland Capital Management, LLC → MORN
Copeland Capital Management, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
15
Latest value
$2.4M
Q3 2026
Peak value
$53M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.8M |
| Q3 2025 | $6.2M |
| Q3 2025 | $2.5M |
| Q4 2025 | $13.8M |
| Q4 2025 | $6.6M |
| Q4 2025 | $2.5M |
| Q1 2026 | $14.2M |
| Q1 2026 | $5.7M |
| Q1 2026 | $2.9M |
| Q2 2026 | $27M |
| Q2 2026 | $6.5M |
| Q2 2026 | $2.4M |
| Q3 2026 | $53M |
| Q3 2026 | $8M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 12.6K | — | — |
| Q3 2026 | $8M | 42.2K | — | — |
| Q3 2026 | $53M | 278.7K | — | — |
| Q2 2026 | $2.4M | 15.1K | — | — |
| Q2 2026 | $6.5M | 41.6K | — | — |
| Q2 2026 | $27M | 172.8K | — | — |
| Q1 2026 | $2.9M | 17.3K | — | — |
| Q1 2026 | $5.7M | 33.6K | — | — |
| Q1 2026 | $14.2M | 84.2K | — | — |
| Q4 2025 | $2.5M | 11.5K | — | — |
| Q4 2025 | $6.6M | 30.4K | — | — |
| Q4 2025 | $13.8M | 63.3K | — | — |
| Q3 2025 | $2.5M | 10.6K | — | — |
| Q3 2025 | $6.2M | 26.5K | — | — |
| Q3 2025 | $11.8M | 50.8K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M