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TwinBeech Capital’s Morningstar MORN Stock Holding History

TwinBeech Capital’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 		– Sell
-7,350
Closed -$1.24M – 568
2026
Q1 		$1.24M Buy
+7,350
New +$1.37M 0.13% 216
2025
Q2 		– Sell
-2,381
Closed -$714K – 873
2025
Q1 		$714K Buy
+2,381
New +$750K 0.01% 530
2023
Q3 		– Sell
-22,289
Closed -$4.37M – 807
2023
Q2 		$4.37M Buy
+22,289
New +$4.41M 0.09% 261
2023
Q1 		– Sell
-9,374
Closed -$2.03M – 789
2022
Q4 		$2.03M Buy
+9,374
New +$2.14M 0.04% 438
2021
Q2 		– Sell
-2,750
Closed -$619K – 579
2021
Q1 		$619K Buy
+2,750
New +$644K 0.09% 266

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

TwinBeech Capital's MORN Position: Q2 2026 in Review

TwinBeech Capital sold out of Morningstar (MORN) in Q2 2026, closing a stake of 7,350 shares — an estimated $1.24M sold.

TwinBeech Capital first reported a position in MORN in Q1 2021 and held it in 5 quarters. The position peaked at $4.37M in Q2 2023. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • TwinBeech Capital reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 7,350 Morningstar shares in Q2 2026, an estimated $1.24M.
  • TwinBeech Capital first reported a position in Morningstar in Q1 2021 and held it in 5 quarters.
  • TwinBeech Capital's Morningstar position peaked at $4.37M in Q2 2023.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.