1832 Asset Management
MORN icon

1832 Asset Management’s Morningstar MORN Stock Holding History

1832 Asset Management’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 		$2.69M Buy
+15,900
New +$2.95M ﹤0.01% 485
2025
Q4 		– Sell
-16,800
Closed -$3.9M – 743
2025
Q3 		$3.9M Buy
16,800
+8,200
+95% +$2.19M 0.01% 396
2025
Q2 		$2.7M Buy
+8,600
New +$2.55M ﹤0.01% 437
2024
Q3 		– Sell
-13,900
Closed -$4.11M – 814
2024
Q2 		$4.11M Buy
13,900
+2,700
+24% +$799K 0.01% 401
2024
Q1 		$3.45M Hold
11,200
– – 0.01% 417
2023
Q4 		$3.21M Hold
11,200
– – 0.01% 418
2023
Q3 		$2.62M Buy
+11,200
New +$2.53M 0.01% 446

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B 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 $18.8B AUM 17.33% 1-Year Est. Return