XTX Topco’s Morningstar MORN Stock Holding History

XTX Topco’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	$3.61M	Sell	21,352 -8,760	-29%	-$1.63M	0.06%	457
2025 Q4	$6.54M	Buy	30,112 +27,392	+1,007%	+$5.93M	0.17%	69
2025 Q3	$631K	Sell	2,720 -770	-22%	-$205K	0.03%	899
2025 Q2	$1.1M	Sell	3,490 -3,068	-47%	-$908K	0.05%	608
2025 Q1	$1.97M	Buy	6,558 +5,798	+763%	+$1.83M	0.1%	263
2024 Q4	$256K	Sell	760 -1,539	-67%	-$525K	0.02%	1352
2024 Q3	$734K	Buy	2,299 +1,023	+80%	+$318K	0.05%	572
2024 Q2	$378K	Buy	1,276 +161	+14%	+$47.7K	0.03%	821
2024 Q1	$344K	Buy	+1,115	New	+$321K	0.05%	730
2023 Q1	–	Sell	-1,674	Closed	-$363K	–	1521
2022 Q4	$363K	Buy	+1,674	New	+$382K	0.08%	460
2021 Q2	–	Sell	-1,163	Closed	-$262K	–	986
2021 Q1	$262K	Buy	+1,163	New	+$273K	0.13%	353

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B 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 Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return