Mariner
MORN icon

Mariner’s Morningstar MORN Stock Holding History

Mariner’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 		$2.79M Sell
16,524
-455
-3% -$84.5K ﹤0.01% 1347
2025
Q4 		$3.69M Buy
16,979
+10,222
+151% +$2.21M ﹤0.01% 1159
2025
Q3 		$1.57M Buy
6,757
+2,719
+67% +$725K ﹤0.01% 1589
2025
Q2 		$1.27M Buy
4,038
+2,498
+162% +$739K ﹤0.01% 1639
2025
Q1 		$462K Sell
1,540
-165
-10% -$52K ﹤0.01% 2266
2024
Q4 		$574K Buy
1,705
+165
+11% +$56.3K ﹤0.01% 2076
2024
Q3 		$491K Buy
1,540
+172
+13% +$53.4K ﹤0.01% 2136
2024
Q2 		$405K Buy
1,368
+83
+6% +$24.6K ﹤0.01% 2215
2024
Q1 		$396K Buy
1,285
+71
+6% +$20.5K ﹤0.01% 2216
2023
Q4 		$348K Buy
1,214
+36
+3% +$9.38K ﹤0.01% 2214
2023
Q3 		$276K Buy
1,178
+95
+9% +$21.4K ﹤0.01% 2228
2023
Q2 		$212K Sell
1,083
-84
-7% -$16.6K ﹤0.01% 2416
2023
Q1 		$237K Sell
1,167
-275
-19% -$60.5K ﹤0.01% 2258
2022
Q4 		$312K Buy
1,442
+147
+11% +$33.5K ﹤0.01% 1999
2022
Q3 		$275K Buy
+1,295
New +$308K ﹤0.01% 1837

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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