Adage Capital Partners’s Two Harbors Investment TWO Stock Holding History

Adage Capital Partners’s Portfolio TWO Stock Details TWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.98M	Buy	803,897 +103,897	+15%	+$1.24M	0.01%	725
2026 Q1	$7.99M	Buy	700,000 +450,000	+180%	+$5.04M	0.01%	731
2025 Q4	$2.63M	Buy	+250,000	New	+$2.5M	﹤0.01%	821
2019 Q4	–	Sell	-75,000	Closed	-$3.94M	–	760
2019 Q3	$3.94M	Buy	+75,000	New	+$3.96M	0.01%	642
2019 Q2	–	Sell	-187,500	Closed	-$10.1M	–	761
2019 Q1	$10.1M	Buy	+187,500	New	+$10.5M	0.03%	521

Other funds holding TWO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SGCM

Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Adage Capital Partners's TWO Position: Q2 2026 in Review

Adage Capital Partners increased its Two Harbors Investment (TWO) stake by 15% in Q2 2026, buying an estimated $1.24M and bringing the position to 803,897 shares worth $9.98M. The position accounts for 0.01% of the portfolio, ranked #725.

Adage Capital Partners first reported a position in TWO in Q1 2019 and has held it in 5 quarters since. The position peaked at $10.1M in Q1 2019. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

Adage Capital Partners held 803,897 shares of Two Harbors Investment worth $9.98M as of Q2 2026.
Adage Capital Partners bought 103,897 Two Harbors Investment shares in Q2 2026, an estimated $1.24M.
Two Harbors Investment made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #725 holding.
Adage Capital Partners first reported a position in Two Harbors Investment in Q1 2019 and has held it in 5 quarters since.
Adage Capital Partners's Two Harbors Investment position peaked at $10.1M in Q1 2019.
232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.