Two Sigma Investments
MORN icon

Two Sigma Investments’s Morningstar MORN Stock Holding History

Two Sigma 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
Q2 		$75.6M Sell
484,249
-375,210
-44% -$65.2M 0.05% 408
2026
Q1 		$145M Buy
859,459
+477,005
+125% +$88.6M 0.12% 197
2025
Q4 		$83.1M Buy
382,454
+96,279
+34% +$20.9M 0.12% 221
2025
Q3 		$66.4M Buy
286,175
+125,507
+78% +$33.5M 0.1% 265
2025
Q2 		$50.4M Buy
160,668
+47,516
+42% +$14.1M 0.09% 283
2025
Q1 		$33.9M Buy
113,152
+76,915
+212% +$24.2M 0.07% 321
2024
Q4 		$12.2M Buy
+36,237
New +$12.4M 0.03% 664
2024
Q2 		– Sell
-6,800
Closed -$2.1M – 3209
2024
Q1 		$2.1M Sell
6,800
-300
-4% -$86.4K ﹤0.01% 1446
2023
Q4 		$2.03M Sell
7,100
-70
-1% -$18.2K ﹤0.01% 1527
2023
Q3 		$1.68M Sell
7,170
-11,915
-62% -$2.69M ﹤0.01% 1532
2023
Q2 		$3.74M Buy
19,085
+11,785
+161% +$2.33M 0.01% 1064
2023
Q1 		$1.48M Buy
+7,300
New +$1.61M ﹤0.01% 1622
2022
Q4 		– Sell
-2,700
Closed -$573K – 2974
2022
Q3 		$573K Buy
+2,700
New +$642K ﹤0.01% 1715
2021
Q1 		– Sell
-25,088
Closed -$5.81M – 4101
2020
Q4 		$5.81M Buy
25,088
+19,377
+339% +$3.85M 0.02% 843
2020
Q3 		$917K Buy
5,711
+1,539
+37% +$243K ﹤0.01% 1824
2020
Q2 		$588K Buy
+4,172
New +$589K ﹤0.01% 1884
2017
Q1 		– Sell
-8,185
Closed -$602K – 3158
2016
Q4 		$602K Sell
8,185
-15,799
-66% -$1.16M ﹤0.01% 2385
2016
Q3 		$1.9M Buy
+23,984
New +$1.97M 0.01% 1498
2016
Q1 		– Sell
-14,900
Closed -$1.2M – 3008
2015
Q4 		$1.2M Buy
+14,900
New +$1.21M 0.01% 1384
2014
Q1 		– Sell
-15,721
Closed -$1.23M – 2159
2013
Q4 		$1.23M Buy
+15,721
New +$1.25M 0.01% 1230
2013
Q3 		– Sell
-3,841
Closed -$298K – 2000
2013
Q2 		$298K Buy
+3,841
New +$266K ﹤0.01% 1634

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

Two Sigma Investments's MORN Position: Q2 2026 in Review

Two Sigma Investments reduced its Morningstar (MORN) stake by 44% in Q2 2026, selling an estimated $65.2M and leaving 484,249 shares worth $75.6M. The position accounts for 0.05% of the portfolio, ranked #408.

Two Sigma Investments first reported a position in MORN in Q2 2013 and has held it in 21 quarters since. The position peaked at $145M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Two Sigma Investments held 484,249 shares of Morningstar worth $75.6M as of Q2 2026.
  • Two Sigma Investments sold 375,210 Morningstar shares in Q2 2026, an estimated $65.2M.
  • Morningstar made up 0.05% of Two Sigma Investments's portfolio in Q2 2026, its #408 holding.
  • Two Sigma Investments first reported a position in Morningstar in Q2 2013 and has held it in 21 quarters since.
  • Two Sigma Investments's Morningstar position peaked at $145M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.