Two Sigma Securities’s Morningstar MORN Stock Holding History

Two Sigma Securities’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 Q1	$230K	Sell	1,363 -1,362	-50%	-$253K	0.03%	964
2025 Q4	$592K	Buy	2,725 +1,575	+137%	+$341K	0.08%	323
2025 Q3	$267K	Sell	1,150 -3,291	-74%	-$877K	0.04%	648
2025 Q2	$1.39M	Buy	+4,441	New	+$1.31M	0.17%	136
2025 Q1	–	Sell	-765	Closed	-$258K	–	1931
2024 Q4	$258K	Buy	+765	New	+$261K	0.03%	759
2021 Q4	–	Sell	-905	Closed	-$234K	–	1865
2021 Q3	$234K	Buy	+905	New	+$238K	0.01%	1152
2018 Q3	–	Sell	-2,556	Closed	-$328K	–	2855
2018 Q2	$328K	Buy	+2,556	New	+$292K	﹤0.01%	2001
2018 Q1	–	Sell	-2,611	Closed	-$253K	–	2848
2017 Q4	$253K	Buy	+2,611	New	+$235K	0.01%	1123

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Two Sigma Securities's MORN Position: Q1 2026 in Review

Two Sigma Securities reduced its Morningstar (MORN) stake by 50% in Q1 2026, selling an estimated $253K and leaving 1,363 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #964.

Two Sigma Securities first reported a position in MORN in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Two Sigma Securities held 1,363 shares of Morningstar worth $230K as of Q1 2026.
Two Sigma Securities sold 1,362 Morningstar shares in Q1 2026, an estimated $253K.
Morningstar made up 0.03% of Two Sigma Securities's portfolio in Q1 2026, its #964 holding.
Two Sigma Securities first reported a position in Morningstar in Q4 2017 and has held it in 8 quarters since.
Two Sigma Securities's Morningstar position peaked at $1.39M in Q2 2025.
443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Two Sigma Securities's 13F filing for Q1 2026, filed 15 May 2026.