Twin Tree Management
MORN icon

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 		$874K Buy
+5,600
New +$973K 0.02% 872
2022
Q4 		– Sell
-4,100
Closed -$871K – 1465
2022
Q3 		$871K Sell
4,100
-76,000
-95% -$18.1M ﹤0.01% 1067
2022
Q2 		$19.4M Sell
80,100
-57,200
-42% -$14.4M 0.03% 426
2022
Q1 		$37.5M Buy
+137,300
New +$38.8M 0.06% 274

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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

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.