Morningstar Investment Management LLC quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Morningstar Investment Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 4 unchanged. The largest increase in value was LYG ($0); the largest decrease was LYG ($0).
- LYG: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 15,050; Shares 2026-06-30 15,050.
- PBR: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 125,033; Shares 2026-06-30 125,033.
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 32,832; Shares 2026-06-30 32,832.
- TME: Country of operation China; Class SPON ADS; Shares 2026-03-31 154,998; Shares 2026-06-30 154,998.
Two Form 13F-HR filings compared (SEC CIK 1673385): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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