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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
Q2 		– Sell
-1,363
Closed -$230K – 2124
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

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 Securities's MORN Position: Q2 2026 in Review

Two Sigma Securities sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,363 shares — an estimated $230K sold.

Two Sigma Securities first reported a position in MORN in Q4 2017 and held it in 8 quarters. The position peaked at $1.39M in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Two Sigma Securities reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Two Sigma Securities sold 1,363 Morningstar shares in Q2 2026, an estimated $230K.
  • Two Sigma Securities first reported a position in Morningstar in Q4 2017 and held it in 8 quarters.
  • Two Sigma Securities's Morningstar position peaked at $1.39M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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