Morningstar shares owned by Angeles Wealth Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Angeles Wealth Management
from 13F filings
Historical chart of Angeles Wealth Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Angeles Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 927 | 232.01 |
| 2025-06-30 | $291k | 926 | 313.93 |
| 2025-03-31 | $278k | 926 | 299.87 |
| 2024-12-31 | $312k | 925 | 336.76 |
| 2024-09-30 | $295k | 925 | 319.12 |