Morningstar shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Morningstar
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Quarterly reported holdings in Morningstar by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 3.4k | 336.76 |
| 2024-09-30 | $1.1M | 3.4k | 319.12 |
| 2024-06-30 | $1.0M | 3.4k | 295.85 |
| 2024-03-31 | $1.0M | 3.4k | 294.03 |
| 2023-12-31 | $948k | 3.3k | 286.24 |
| 2023-09-30 | $778k | 3.3k | 234.24 |
| 2023-06-30 | $637k | 3.3k | 196.07 |
| 2023-03-31 | $624k | 3.1k | 203.03 |
| 2022-12-31 | $634k | 2.9k | 216.59 |
| 2022-09-30 | $606k | 2.9k | 212.18 |
| 2022-06-30 | $714k | 3.0k | 241.95 |
| 2022-03-31 | $843k | 3.1k | 273.08 |
| 2021-12-31 | $1.0M | 3.0k | 341.98 |
| 2021-09-30 | $755k | 2.9k | 258.92 |