Redwood Investment Management »

Morningstar shares owned by Redwood Investment Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Redwood Investment Management from 13F filings

Historical chart of Redwood Investment Management investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Redwood Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Redwood Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 11k 217.34

More positions owned by Redwood Investment Management

Vanguard S&p 500 Etf Shs (VOO)
Invesco S&p 500 Momntm (SPMO)
Leadershares Ldrshs Alpfact (LSAF)
Ishares Msci Eafe Etf (EFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Leadershares Leadershs Alphaf (LSAT)
Schwab Intl Sceqt Etf (SCHC)
Vanguard Ftse Smcap Etf (VSS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Leadershares Leadershares Dy (DYLD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)

View all positions for Redwood Investment Management

Top funds holding Morningstar

Vanguard Group
BlackRock
Select Equity
Bamco
Kayne Anderson Rudnick Investment Management
State Street Corporation
Wellington Management Company
AQR Capital Management
Geode Capital Management
Dimensional Fund Advisors
Jane Street
Massachusetts Financial Services
Daniel D. Thurber
Renaissance Technologies
Jpmorgan Chase & Co

View all funds holding Morningstar