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Morningstar Investment Management’s TriNet TNET Stock Holding History

Morningstar Investment Management’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Hold
27,923
– – 0.06% 202
2026
Q1 		$1.02M Buy
+27,923
New +$1.33M 0.06% 200

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Morningstar Investment Management held its TriNet (TNET) position steady in Q2 2026 at 27,923 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #202.

Morningstar Investment Management first reported a position in TNET in Q1 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • Morningstar Investment Management held 27,923 shares of TriNet worth $1.02M as of Q2 2026.
  • Morningstar Investment Management left its TriNet share count unchanged in Q2 2026.
  • TriNet made up 0.06% of Morningstar Investment Management's portfolio in Q2 2026, its #202 holding.
  • Morningstar Investment Management first reported a position in TriNet in Q1 2026 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

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