Headlands Technologies’s Morningstar MORN Stock Holding History

Headlands Technologies’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	$1.43M	Sell	8,486 -3,917	-32%	-$728K	0.16%	134
2025 Q4	$2.7M	Sell	12,403 -6,476	-34%	-$1.4M	0.22%	91
2025 Q3	$4.38M	Buy	18,879 +14,028	+289%	+$3.74M	0.35%	66
2025 Q2	$1.52M	Sell	4,851 -2,148	-31%	-$636K	0.18%	120
2025 Q1	$2.1M	Buy	6,999 +6,829	+4,017%	+$2.15M	0.24%	106
2024 Q4	$57.2K	Sell	170 -1,410	-89%	-$481K	0.01%	788
2024 Q3	$504K	Buy	1,580 +1,058	+203%	+$329K	0.06%	343
2024 Q2	$154K	Buy	522 +308	+144%	+$91.2K	0.02%	527
2024 Q1	$66K	Buy	+214	New	+$61.6K	0.02%	644

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $33.1B AUM 11.16% 1-Year Est. Return

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