MIM
AAMI

Morningstar Investment Management’s Acadian Asset Management AAMI Stock Holding History

Morningstar Investment Management’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Hold
6,188
– – 0.02% 292
2026
Q1 		$337K Buy
+6,188
New +$326K 0.02% 290

Other funds holding AAMI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Morningstar Investment Management's AAMI Position: Q2 2026 in Review

Morningstar Investment Management held its Acadian Asset Management (AAMI) position steady in Q2 2026 at 6,188 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #292.

Morningstar Investment Management first reported a position in AAMI in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • Morningstar Investment Management held 6,188 shares of Acadian Asset Management worth $337K as of Q2 2026.
  • Morningstar Investment Management left its Acadian Asset Management share count unchanged in Q2 2026.
  • Acadian Asset Management made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #292 holding.
  • Morningstar Investment Management first reported a position in Acadian Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.