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Morningstar shares owned by Andina Capital Management

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

Historical chart of Andina Capital Management investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Andina Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $371k 1.6k 232.01
2025-06-30 $437k 1.4k 313.93
2025-03-31 $388k 1.3k 299.87

More positions owned by Andina Capital Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Equity Accele (XDSQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Coreweave Com Cl A (CRWV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Fs Kkr Capital Corp (FSK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ea Series Trust Marketdesk Focus (FDIV)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for Andina Capital Management

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