Morningstar Investment Services
Latest statistics and disclosures from Morningstar Investment Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VTI, ENB, MSFT, GOOGL, and represent 26.61% of Morningstar Investment Services's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$78M), JPM (+$49M), VTI (+$46M), SCHW (+$40M), DIS (+$30M), VEA (+$29M), VWOB (+$27M), KMX (+$21M), SBUX (+$21M), VO (+$21M).
- Started 10 new stock positions in VWOB, WBD, BA, MRK, SPY, ASML, BP, INTC, MELI, NEE.
- Reduced shares in these 10 stocks: , ELV (-$109M), MA (-$68M), GOOGL (-$66M), FE (-$32M), EMB (-$27M), EWU (-$26M), GIS (-$25M), PNW (-$22M), FNDE (-$22M).
- Sold out of its positions in ALNY, ELV, Aspen Technology, CNP, Cerner Corporation, Discovery Communications, META, FE, FLJP, GIS.
- Morningstar Investment Services was a net seller of stock by $-310M.
- Morningstar Investment Services has $7.5B in assets under management (AUM), dropping by -17.08%.
- Central Index Key (CIK): 0001478215
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Portfolio Holdings for Morningstar Investment Services
Morningstar Investment Services holds 218 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Bd Index Total Bnd Mrkt (BND) | 9.9 | $736M | 9.8M | 74.83 | ||
Vanguard Index Fds Stk Mrk Etf (VTI) | 7.8 | $585M | +8% | 3.1M | 190.34 | |
Enbridge (ENB) | 3.3 | $249M | -5% | 5.9M | 42.47 | |
Microsoft Corporation (MSFT) | 2.9 | $214M | 824k | 259.18 | ||
Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $202M | -24% | 91k | 2235.78 | |
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 2.4 | $177M | +19% | 4.3M | 41.09 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $168M | +13% | 846k | 198.86 | |
Vanguard Bd Index Short Trm Bond (BSV) | 2.2 | $163M | -11% | 2.1M | 76.56 | |
Vanguard Scottsdale Fds Int-term Gov (VGIT) | 2.1 | $159M | -3% | 2.6M | 60.68 | |
Iqvia Holdings (IQV) | 2.0 | $152M | -11% | 711k | 213.57 | |
CarMax (KMX) | 1.9 | $142M | +17% | 1.5M | 93.81 | |
MasterCard Cl A (MA) | 1.8 | $135M | -33% | 421k | 321.37 | |
AmerisourceBergen (ABC) | 1.8 | $134M | -8% | 937k | 143.47 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $127M | +2% | 464k | 273.61 | |
Ishares Tr Eafe Value Etf (EFV) | 1.6 | $119M | -6% | 2.7M | 43.92 | |
Booking Holdings (BKNG) | 1.6 | $119M | -7% | 65k | 1818.41 | |
Visa Com Cl A (V) | 1.5 | $113M | -8% | 565k | 199.11 | |
Vanguard Index Fds Value Etf (VTV) | 1.5 | $111M | 836k | 132.47 | ||
Fidelity National Information Services (FIS) | 1.4 | $105M | -10% | 1.1M | 94.48 | |
Comcast Corp Cl A (CMCSA) | 1.2 | $92M | +22% | 2.3M | 39.28 | |
UnitedHealth (UNH) | 1.2 | $92M | -11% | 179k | 513.64 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $90M | -9% | 1.1M | 83.84 | |
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $87M | 39k | 2246.97 | ||
Ishares Tr Msci Uk Etf New (EWU) | 1.2 | $86M | -22% | 2.8M | 30.21 | |
Philip Morris International (PM) | 1.1 | $84M | +2% | 829k | 101.30 | |
Lockheed Martin Corporation (LMT) | 1.1 | $82M | +4% | 196k | 419.37 | |
Amazon (AMZN) | 1.1 | $82M | +1824% | 757k | 108.50 | |
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 1.0 | $78M | 3.2M | 24.49 | ||
Charles Schwab Corporation (SCHW) | 1.0 | $72M | +123% | 1.1M | 63.78 | |
Wells Fargo & Company (WFC) | 0.9 | $71M | +3% | 1.8M | 39.84 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $70M | +235% | 604k | 115.44 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $64M | +27% | 167k | 382.40 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $57M | 1.4M | 41.86 | ||
Ishares Tr Msci China Etf (MCHI) | 0.7 | $53M | +15% | 956k | 55.74 | |
Vanguard Mun Bd Tax Exempt Bd (VTEB) | 0.7 | $51M | 1.0M | 49.73 | ||
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.7 | $51M | -29% | 1.9M | 26.10 | |
Oracle Corporation (ORCL) | 0.7 | $50M | -2% | 720k | 69.03 | |
Roblox Corp Cl A (RBLX) | 0.7 | $49M | -17% | 1.4M | 34.15 | |
Exxon Mobil Corporation (XOM) | 0.6 | $47M | +3% | 529k | 88.97 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.6 | $47M | +4% | 589k | 79.03 | |
Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.6 | $46M | 630k | 72.73 | ||
Ishares Tr Broad Usd High (USHY) | 0.6 | $45M | 1.3M | 34.66 | ||
United Parcel Service CL B (UPS) | 0.6 | $43M | +5% | 238k | 180.83 | |
Procter & Gamble Company (PG) | 0.6 | $43M | +5% | 300k | 141.88 | |
Walt Disney Company (DIS) | 0.6 | $42M | +242% | 440k | 95.72 | |
Becton, Dickinson and (BDX) | 0.6 | $41M | +2% | 166k | 247.96 | |
Edison International (EIX) | 0.5 | $41M | +7% | 650k | 62.74 | |
Vanguard World Fds Financials Etf (VFH) | 0.5 | $41M | -26% | 521k | 77.95 | |
Duke Energy Corp Com New (DUK) | 0.5 | $40M | +4% | 375k | 105.93 | |
Johnson & Johnson (JNJ) | 0.5 | $39M | +4% | 221k | 176.98 | |
Lamar Advertising Cl A (LAMR) | 0.5 | $39M | +6% | 438k | 88.50 | |
Ishares Msci Germany Etf (EWG) | 0.5 | $38M | 1.6M | 23.35 | ||
Fiserv (FISV) | 0.5 | $38M | +8% | 417k | 90.82 | |
eBay (EBAY) | 0.5 | $38M | +2% | 878k | 42.67 | |
Omni (OMC) | 0.5 | $37M | +4% | 589k | 63.41 | |
CVS Caremark Corporation (CVS) | 0.5 | $37M | -6% | 397k | 93.31 | |
Dominion Resources (D) | 0.5 | $37M | +4% | 462k | 78.89 | |
Novartis A G Sponsored Adr (NVS) | 0.5 | $36M | 427k | 84.60 | ||
Coca-Cola Company (KO) | 0.5 | $36M | +5% | 575k | 62.62 | |
Medtronic SHS (MDT) | 0.5 | $36M | +33% | 398k | 90.12 | |
McKesson Corporation (MCK) | 0.5 | $35M | +3% | 106k | 326.22 | |
BlackRock (BLK) | 0.5 | $34M | +122% | 55k | 620.75 | |
Verizon Communications (VZ) | 0.4 | $33M | +5% | 650k | 50.82 | |
Air Products & Chemicals (APD) | 0.4 | $33M | +44% | 135k | 242.98 | |
Ishares Tr Core Msci Total (IXUS) | 0.4 | $32M | +150% | 556k | 57.37 | |
Analog Devices (ADI) | 0.4 | $31M | +25% | 211k | 147.63 | |
Unilever Spon Adr New (UL) | 0.4 | $31M | 670k | 45.49 | ||
General Dynamics Corporation (GD) | 0.4 | $30M | 139k | 219.64 | ||
Spirit Rlty Cap Com New (SRC) | 0.4 | $30M | +5% | 784k | 38.53 | |
Sanofi Sponsored Adr (SNY) | 0.4 | $30M | 572k | 52.52 | ||
Starbucks Corporation (SBUX) | 0.4 | $29M | +248% | 384k | 76.41 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $29M | 367k | 79.56 | ||
Genuine Parts Company (GPC) | 0.4 | $28M | +6% | 207k | 134.00 | |
Amgen (AMGN) | 0.4 | $27M | +5% | 112k | 244.96 | |
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.4 | $27M | -2% | 575k | 47.45 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $27M | 639k | 42.54 | ||
Williams Companies (WMB) | 0.4 | $27M | +9% | 852k | 31.57 | |
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $27M | NEW | 438k | 61.10 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $26M | -19% | 142k | 185.18 | |
Spdr Series Trust Portfolio Sm Etf (SPSM) | 0.3 | $24M | 662k | 36.25 | ||
Uber Technologies (UBER) | 0.3 | $23M | -11% | 1.1M | 21.64 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $23M | -38% | 412k | 55.89 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 0.3 | $23M | -19% | 531k | 43.25 | |
Ishares Tr Global Energ Etf (IXC) | 0.3 | $23M | -40% | 652k | 34.63 | |
Pepsi (PEP) | 0.3 | $22M | 131k | 165.94 | ||
Netflix (NFLX) | 0.3 | $22M | -11% | 121k | 178.71 | |
Hanesbrands (HBI) | 0.3 | $21M | +9% | 2.0M | 10.49 | |
Pfizer (PFE) | 0.3 | $21M | +5% | 408k | 50.87 | |
Compass Minerals International (CMP) | 0.3 | $21M | +23% | 574k | 35.82 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $20M | +22% | 455k | 44.62 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $20M | +6% | 9.8M | 2.07 | |
Texas Instruments Incorporated (TXN) | 0.3 | $20M | +6% | 131k | 153.12 | |
Truist Financial Corp equities (TFC) | 0.3 | $19M | +6% | 404k | 47.64 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $19M | 175k | 105.84 | ||
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.2 | $18M | -4% | 355k | 51.24 | |
Dollar Tree (DLTR) | 0.2 | $17M | +10% | 111k | 155.50 | |
Ingredion Incorporated (INGR) | 0.2 | $17M | +12% | 186k | 89.39 | |
Raytheon Com New (RTX) | 0.2 | $16M | 167k | 93.44 | ||
Cigna Corp (CI) | 0.2 | $15M | +10% | 58k | 267.04 | |
Ishares Tr Core Total Usd (IUSB) | 0.2 | $15M | +16% | 321k | 46.53 | |
Lyft Cl A Com (LYFT) | 0.2 | $14M | -11% | 960k | 14.20 | |
American Express Company (AXP) | 0.2 | $14M | +3% | 97k | 140.26 | |
Ishares Tr Esg Us Agr Bd (EAGG) | 0.2 | $12M | 252k | 48.64 | ||
Wyndham Hotels And Resorts (WH) | 0.1 | $11M | +12% | 167k | 66.90 | |
Qualcomm (QCOM) | 0.1 | $11M | +31% | 83k | 130.60 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $9.9M | -2% | 206k | 48.25 | |
Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $9.8M | -26% | 252k | 38.67 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $9.7M | +14% | 41k | 238.83 | |
Enterprise Products Partners (EPD) | 0.1 | $9.3M | -2% | 378k | 24.61 | |
American Intl Group Com New (AIG) | 0.1 | $9.2M | +10% | 179k | 51.08 | |
Yum China Holdings (YUMC) | 0.1 | $9.1M | +12% | 191k | 47.69 | |
Diamondback Energy (FANG) | 0.1 | $9.1M | +10% | 73k | 124.38 | |
Altria (MO) | 0.1 | $8.8M | +6% | 208k | 42.10 | |
WPP Adr (WPP) | 0.1 | $8.3M | 167k | 49.83 | ||
J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $8.1M | 163k | 49.79 | ||
Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.1 | $7.4M | +3% | 211k | 35.10 | |
Ishares Tr Jp Mor Em Mk Etf (EMB) | 0.1 | $7.3M | -78% | 86k | 84.89 | |
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $7.1M | +6% | 675k | 10.51 | |
Citigroup Com New (C) | 0.1 | $6.9M | +9% | 146k | 47.13 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $5.9M | +16% | 87k | 67.44 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $5.8M | NEW | 436k | 13.31 | |
Crane | 0.1 | $5.6M | +14% | 65k | 86.81 | |
Capital One Financial (COF) | 0.1 | $5.3M | +10% | 50k | 106.40 | |
Alibaba Group Hldg Sponsosored Adr (BABA) | 0.1 | $4.7M | -39% | 40k | 116.22 | |
General Motors Company (GM) | 0.1 | $4.4M | +10% | 130k | 33.60 | |
Zimmer Holdings (ZBH) | 0.1 | $3.9M | -2% | 37k | 106.54 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.8M | 25k | 151.33 | ||
Ishares Tr Esg Msci Usa Sml (ESML) | 0.0 | $3.4M | +14% | 108k | 31.90 | |
Polaris Industries (PII) | 0.0 | $3.4M | +10% | 33k | 102.45 | |
Lam Research Corporation (LRCX) | 0.0 | $3.4M | +1557% | 7.9k | 427.46 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $3.3M | -16% | 14k | 235.95 | |
MercadoLibre (MELI) | 0.0 | $3.2M | NEW | 4.9k | 660.23 | |
Apple (AAPL) | 0.0 | $3.0M | +3% | 22k | 138.93 | |
salesforce (CRM) | 0.0 | $3.0M | +9% | 17k | 170.63 | |
Equifax (EFX) | 0.0 | $2.9M | +18% | 16k | 180.16 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $2.8M | -4% | 53k | 53.94 | |
Boeing Company (BA) | 0.0 | $2.8M | NEW | 20k | 138.46 | |
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.0 | $2.8M | 52k | 53.23 | ||
Biogen Idec (BIIB) | 0.0 | $2.8M | -4% | 14k | 205.22 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.8M | NEW | 5.7k | 484.72 | |
Intel Corporation (INTC) | 0.0 | $2.6M | NEW | 69k | 37.30 | |
Teradyne (TER) | 0.0 | $2.5M | +8% | 28k | 90.25 | |
Etsy (ETSY) | 0.0 | $2.5M | +49% | 34k | 74.81 | |
Jd.com Spon Adr Cl A (JD) | 0.0 | $2.5M | -45% | 38k | 64.85 | |
Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $2.4M | +21% | 77k | 30.95 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $2.3M | -8% | 48k | 49.09 | |
US Bancorp Del Com New (USB) | 0.0 | $2.3M | +10% | 49k | 46.32 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.3M | -2% | 13k | 178.22 | |
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.0M | +3% | 63k | 32.56 | |
AutoZone (AZO) | 0.0 | $2.0M | +25% | 954.00 | 2135.22 | |
Kellogg Company (K) | 0.0 | $2.0M | -62% | 28k | 71.34 | |
Expedia Inc Del Com New (EXPE) | 0.0 | $1.8M | +228% | 18k | 96.62 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $1.6M | +25% | 19k | 83.66 | |
Masco Corporation (MAS) | 0.0 | $1.6M | -48% | 31k | 50.72 | |
Millicom Intl Cellular Sa Com Stk (TIGO) | 0.0 | $1.5M | +56% | 103k | 14.79 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.4M | +28% | 118k | 12.25 | |
Kroger (KR) | 0.0 | $1.4M | +26% | 30k | 48.22 | |
Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $1.4M | +21% | 35k | 40.37 | |
Halliburton Company (HAL) | 0.0 | $1.3M | +32% | 40k | 32.52 | |
Graham Hldgs Com Cl B (GHC) | 0.0 | $1.2M | +26% | 2.2k | 559.93 | |
Key (KEY) | 0.0 | $1.2M | +26% | 68k | 17.54 | |
Ishares Iboxx Hi Yd Etf (HYG) | 0.0 | $1.1M | -50% | 16k | 73.67 | |
Molson Coors Brewing CL B (TAP) | 0.0 | $1.1M | +26% | 21k | 55.52 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.0M | -57% | 4.5k | 225.68 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $901k | -20% | 6.9k | 130.49 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $836k | -66% | 16k | 53.21 | |
Fifth Third Ban (FITB) | 0.0 | $826k | +26% | 24k | 34.43 | |
Avnet (AVT) | 0.0 | $770k | +27% | 18k | 42.38 | |
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $703k | +21% | 274k | 2.56 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $677k | +23% | 20k | 33.31 | |
Pinnacle West Capital Corporation (PNW) | 0.0 | $653k | -97% | 9.0k | 72.64 | |
Lowe's Companies (LOW) | 0.0 | $645k | -21% | 3.7k | 175.85 | |
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) | 0.0 | $620k | -35% | 30k | 20.45 | |
Carrier Global Corporation (CARR) | 0.0 | $590k | +24% | 16k | 35.88 | |
Barclays Adr (BCS) | 0.0 | $590k | +22% | 76k | 7.75 | |
S&p Global (SPGI) | 0.0 | $584k | +146% | 1.7k | 334.10 | |
Franklin Templeton Etf Tr Ftse China (FLCH) | 0.0 | $575k | +29% | 26k | 22.11 | |
Schlumberger (SLB) | 0.0 | $564k | +20% | 16k | 36.37 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $549k | NEW | 1.4k | 380.72 | |
Ubs Group SHS (UBS) | 0.0 | $526k | +22% | 32k | 16.42 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $508k | -7% | 21k | 24.00 | |
Credit Suisse Group Sponsored Adr (CS) | 0.0 | $461k | +24% | 79k | 5.81 | |
Telefonica S A Sponsored Adr (TEF) | 0.0 | $413k | +22% | 81k | 5.09 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $405k | +22% | 68k | 5.98 | |
GSK Sponsored Adr | 0.0 | $394k | +26% | 9.0k | 43.71 | |
Tata Mtrs Sponsored Adr (TTM) | 0.0 | $388k | +19% | 15k | 26.28 | |
Home Depot (HD) | 0.0 | $372k | -9% | 1.4k | 273.93 | |
Constellation Brands Cl A (STZ) | 0.0 | $361k | +7% | 1.5k | 244.75 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $347k | +6% | 5.6k | 61.80 | |
McDonald's Corporation (MCD) | 0.0 | $336k | -97% | 1.4k | 246.51 | |
C H Robinson Worldwide Com New (CHRW) | 0.0 | $333k | +5% | 3.3k | 101.31 | |
Stellantis SHS (STLA) | 0.0 | $318k | +23% | 25k | 12.71 | |
Invesco SHS (IVZ) | 0.0 | $312k | +22% | 19k | 16.58 | |
Kla Corp Com New (KLAC) | 0.0 | $307k | +7% | 942.00 | 325.90 | |
Yum! Brands (YUM) | 0.0 | $305k | +9% | 2.7k | 113.72 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $294k | -37% | 14k | 21.15 | |
Suncor Energy (SU) | 0.0 | $294k | +22% | 8.3k | 35.52 | |
Abbvie (ABBV) | 0.0 | $284k | -95% | 1.8k | 153.85 | |
Wiley John & Sons Cl A (WLY) | 0.0 | $283k | +8% | 5.9k | 48.12 | |
Servicenow (NOW) | 0.0 | $259k | +9% | 544.00 | 476.10 | |
Intercontinental Exchange (ICE) | 0.0 | $258k | +9% | 2.7k | 96.74 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $256k | +21% | 32k | 7.93 | |
Pentair SHS (PNR) | 0.0 | $246k | +26% | 5.4k | 45.65 | |
Ishares Msci Sth Kor Etf (EWY) | 0.0 | $242k | -96% | 4.1k | 58.36 | |
Merck & Co (MRK) | 0.0 | $239k | NEW | 2.6k | 92.31 | |
Applied Materials (AMAT) | 0.0 | $234k | +8% | 2.5k | 93.53 | |
Core Laboratories (CLB) | 0.0 | $229k | -91% | 11k | 20.51 | |
Nextera Energy (NEE) | 0.0 | $224k | NEW | 2.9k | 76.04 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $222k | -46% | 1.1k | 200.00 | |
Cheniere Energy Com New (LNG) | 0.0 | $220k | +8% | 1.6k | 134.47 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $216k | +28% | 18k | 11.82 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $216k | -92% | 588.00 | 367.35 | |
Costco Wholesale Corporation (COST) | 0.0 | $214k | +9% | 455.00 | 470.33 | |
BP Sponsored Adr (BP) | 0.0 | $205k | NEW | 7.1k | 28.86 | |
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $204k | +26% | 8.1k | 25.06 | |
Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $203k | +22% | 56k | 3.61 | |
Mizuho Finl Group Sponsored Adr (MFG) | 0.0 | $186k | +21% | 83k | 2.24 | |
Orange Sponsored Adr (ORAN) | 0.0 | $178k | +22% | 15k | 11.73 |
Past Filings by Morningstar Investment Services
SEC 13F filings are viewable for Morningstar Investment Services going back to 2010
- Morningstar Investment Services 2022 Q2 filed Aug. 12, 2022
- Morningstar Investment Services 2022 Q1 filed May 10, 2022
- Morningstar Investment Services 2021 Q4 filed Feb. 1, 2022
- Morningstar Investment Services 2021 Q3 filed Nov. 12, 2021
- Morningstar Investment Services 2021 Q2 filed Aug. 12, 2021
- Morningstar Investment Services 2021 Q1 filed May 11, 2021
- Morningstar Investment Services 2020 Q4 filed Feb. 11, 2021
- Morningstar Investment Services 2020 Q3 filed Nov. 10, 2020
- Morningstar Investment Services 2020 Q2 filed July 30, 2020
- Morningstar Investment Services 2020 Q1 filed May 4, 2020
- Morningstar Investment Services 2019 Q4 filed Feb. 10, 2020
- Morningstar Investment Services 2019 Q3 filed Nov. 12, 2019
- Morningstar Investment Services 2019 Q2 filed Aug. 13, 2019
- Morningstar Investment Services 2019 Q1 filed May 13, 2019
- Morningstar Investment Services 2018 Q4 filed Feb. 14, 2019
- Morningstar Investment Services 2018 Q3 filed Nov. 8, 2018