HRT Financial’s Morningstar MORN Stock Holding History

HRT Financial’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	$7.36M	Sell	43,508 -85,448	-66%	-$15.9M	0.03%	770
2025 Q4	$28M	Buy	128,956 +30,682	+31%	+$6.64M	0.12%	165
2025 Q3	$22.8M	Buy	98,274 +66,501	+209%	+$17.7M	0.1%	161
2025 Q2	$9.97M	Buy	31,773 +14,619	+85%	+$4.33M	0.05%	309
2025 Q1	$5.14M	Buy	17,154 +14,719	+604%	+$4.63M	0.04%	427
2024 Q4	$820K	Buy	+2,435	New	+$831K	0.01%	1176
2023 Q2	–	Sell	-15,194	Closed	-$3.08M	–	2976
2023 Q1	$3.08M	Sell	15,194 -7,950	-34%	-$1.75M	0.04%	420
2022 Q4	$5.01M	Buy	23,144 +1,651	+8%	+$376K	0.07%	267
2022 Q3	$4.56M	Buy	+21,493	New	+$5.11M	0.05%	316
2022 Q1	–	Sell	-7,654	Closed	-$2.62M	–	3609
2021 Q4	$2.62M	Buy	7,654 +3,225	+73%	+$998K	0.02%	517
2021 Q3	$1.15M	Buy	+4,429	New	+$1.16M	0.01%	1139

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