Magnetar Financial’s Morningstar MORN Stock Holding History

Magnetar 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	$781K	Buy	+4,621	New	+$858K	0.01%	527
2025 Q4	–	Sell	-28,188	Closed	-$6.54M	–	1121
2025 Q3	$6.54M	Sell	28,188 -35	-0.1%	-$9.33K	0.04%	191
2025 Q2	$8.86M	Buy	28,223 +12,727	+82%	+$3.77M	0.04%	145
2025 Q1	$4.65M	Buy	15,496 +12,698	+454%	+$4M	0.06%	191
2024 Q4	$942K	Sell	2,798 -7,604	-73%	-$2.6M	0.02%	286
2024 Q3	$3.32M	Buy	10,402 +5,121	+97%	+$1.59M	0.07%	193
2024 Q2	$1.56M	Buy	5,281 +1,325	+33%	+$392K	0.03%	229
2024 Q1	$1.22M	Sell	3,956 -1,074	-21%	-$309K	0.03%	238
2023 Q4	$1.44M	Sell	5,030 -1,113	-18%	-$290K	0.04%	228
2023 Q3	$1.44M	Buy	+6,143	New	+$1.39M	0.04%	214
2017 Q2	–	Sell	-10,614	Closed	-$834K	–	913
2017 Q1	$834K	Buy	+10,614	New	+$826K	0.01%	344

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