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Torren Management’s Morningstar MORN Stock Holding History

Torren 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 		$468 Hold
3
– – ﹤0.01% 873
2026
Q1 		$507 Hold
3
– – ﹤0.01% 877
2025
Q4 		$657 Buy
+3
New +$650 ﹤0.01% 1287

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Torren Management's MORN Position: Q2 2026 in Review

Torren Management held its Morningstar (MORN) position steady in Q2 2026 at 3 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Torren Management first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $657 in Q4 2025. 193 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Torren Management held 3 shares of Morningstar worth $468 as of Q2 2026.
  • Torren Management left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Torren Management's portfolio in Q2 2026, its #873 holding.
  • Torren Management first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • Torren Management's Morningstar position peaked at $657 in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Torren Management's 13F filing for Q2 2026, filed 10 Jul 2026.