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Redwood Investment Management’s Morningstar MORN Stock Holding History

Redwood Investment Management’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
Q2 		$2.18M Buy
+13,997
New +$2.43M 0.22% 66
2026
Q1 		– Sell
-11,047
Closed -$2.4M – 316
2025
Q4 		$2.4M Buy
+11,047
New +$2.39M 0.27% 57

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Redwood Investment Management's MORN Position: Q2 2026 in Review

Redwood Investment Management opened a new position in Morningstar (MORN) in Q2 2026: 13,997 shares worth $2.18M. The stake represents 0.22% of the portfolio and ranks #66 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in MORN as recently as Q4 2025.

Redwood Investment Management first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.4M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Redwood Investment Management held 13,997 shares of Morningstar worth $2.18M as of Q2 2026.
  • Morningstar was a new Redwood Investment Management position in Q2 2026.
  • Morningstar made up 0.22% of Redwood Investment Management's portfolio in Q2 2026, its #66 holding.
  • Redwood Investment Management first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • Redwood Investment Management's Morningstar position peaked at $2.4M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.