Morton Capital Management’s Green Dot GDOT Stock Holding History

Morton Capital Management’s Portfolio GDOT Stock Details GDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Hold	17,946	–	–	0.03%	136
2026 Q1	$201K	Hold	17,946	–	–	0.03%	134
2025 Q4	$230K	Hold	17,946	–	–	0.04%	112
2025 Q3	$241K	Hold	17,946	–	–	0.04%	109
2025 Q2	$193K	Hold	17,946	–	–	0.03%	123
2025 Q1	$151K	Hold	17,946	–	–	0.03%	109
2024 Q4	$191K	Hold	17,946	–	–	0.04%	111
2024 Q3	$210K	Hold	17,946	–	–	0.04%	107
2024 Q2	$170K	Hold	17,946	–	–	0.04%	97
2024 Q1	$167K	Hold	17,946	–	–	0.05%	103
2023 Q4	$178K	Sell	17,946 -3,960	-18%	-$41.3K	0.05%	95
2023 Q3	$305K	Hold	21,906	–	–	0.11%	69
2023 Q2	$411K	Hold	21,906	–	–	0.14%	63
2023 Q1	$376K	Hold	21,906	–	–	0.13%	66
2022 Q4	$347K	Sell	21,906 -6,000	-22%	-$111K	0.14%	62
2022 Q3	$530K	Sell	27,906 -1,000	-3%	-$23.1K	0.24%	41
2022 Q2	$726K	Sell	28,906 -724	-2%	-$19.6K	0.32%	31
2022 Q1	$814K	Hold	29,630	–	–	0.33%	32
2021 Q4	$1.07M	Buy	+29,630	New	+$1.21M	0.43%	24

Other funds holding GDOT

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morton Capital Management's GDOT Position: Q2 2026 in Review

Morton Capital Management held its Green Dot (GDOT) position steady in Q2 2026 at 17,946 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #136.

Morton Capital Management first reported a position in GDOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2021. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

Morton Capital Management held 17,946 shares of Green Dot worth $242K as of Q2 2026.
Morton Capital Management left its Green Dot share count unchanged in Q2 2026.
Green Dot made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #136 holding.
Morton Capital Management first reported a position in Green Dot in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Green Dot position peaked at $1.07M in Q4 2021.
161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.