Twin Tree Management’s Morningstar MORN Stock Holding History

Twin Tree 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	$142K	Buy	+913	New	+$159K	﹤0.01%	1247
2024 Q2	–	Sell	-2,150	Closed	-$663K	–	1552
2024 Q1	$663K	Sell	2,150 -357	-14%	-$103K	﹤0.01%	1092
2023 Q4	$718K	Buy	+2,507	New	+$653K	﹤0.01%	1164
2022 Q3	–	Sell	-34,950	Closed	-$8.31M	–	1544
2022 Q2	$8.45M	Buy	34,950 +9,524	+37%	+$2.4M	0.01%	689
2022 Q1	$6.95M	Buy	+25,426	New	+$7.19M	0.01%	809
2021 Q2	–	Sell	-241	Closed	-$54K	–	1525
2021 Q1	$54K	Buy	+241	New	+$56.5K	﹤0.01%	1205
2020 Q4	–	Sell	-193	Closed	-$31K	–	1412
2020 Q3	$31K	Sell	193 -174	-47%	-$27.5K	﹤0.01%	1113
2020 Q2	$52K	Sell	367 -175	-32%	-$24.7K	﹤0.01%	1327
2020 Q1	$63K	Buy	542 +77	+17%	+$11.2K	﹤0.01%	1134
2019 Q4	$70K	Sell	465 -550	-54%	-$84.4K	﹤0.01%	1095
2019 Q3	$148K	Buy	+1,015	New	+$156K	﹤0.01%	994

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Twin Tree Management's MORN Position: Q2 2026 in Review

Twin Tree Management opened a new position in Morningstar (MORN) in Q2 2026: 913 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in MORN as recently as Q1 2024.

Twin Tree Management first reported a position in MORN in Q3 2019 and has held it in 11 quarters since. The position peaked at $8.45M in Q2 2022. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Twin Tree Management held 913 shares of Morningstar worth $142K as of Q2 2026.
Morningstar was a new Twin Tree Management position in Q2 2026.
Morningstar made up ﹤0.01% of Twin Tree Management's portfolio in Q2 2026, its #1247 holding.
Twin Tree Management first reported a position in Morningstar in Q3 2019 and has held it in 11 quarters since.
Twin Tree Management's Morningstar position peaked at $8.45M in Q2 2022.
420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.