TI
MORN icon

Tidal Investments’s Morningstar MORN Stock Holding History

Tidal Investments’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 		$875K Buy
5,178
+2,343
+83% +$435K ﹤0.01% 1546
2025
Q4 		$615K Buy
2,835
+373
+15% +$80.8K ﹤0.01% 1532
2025
Q3 		$571K Buy
2,462
+1,407
+133% +$375K ﹤0.01% 1501
2025
Q2 		$331K Sell
1,055
-150
-12% -$44.4K ﹤0.01% 1609
2025
Q1 		$361K Sell
1,205
-490
-29% -$154K ﹤0.01% 1475
2024
Q4 		$571K Buy
1,695
+487
+40% +$166K ﹤0.01% 1312
2024
Q3 		$385K Buy
1,208
+90
+8% +$28K ﹤0.01% 1502
2024
Q2 		$331K Sell
1,118
-2,795
-71% -$827K ﹤0.01% 1485
2024
Q1 		$1.21M Buy
+3,913
New +$1.13M 0.02% 788

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