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Morningstar shares owned by Aquatic Capital Management

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

Historical chart of Aquatic Capital Management investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Aquatic Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 23k 232.01
2025-06-30 $2.8M 9.0k 313.93
2025-03-31 $3.9M 13k 299.87
2024-12-31 $902k 2.7k 336.76
2024-09-30 $1.1M 3.5k 319.12
2024-03-31 $863k 2.8k 308.37
2023-12-31 $114k 400 285.00
2023-06-30 $59k 300 196.67
2023-03-31 $102k 500 204.00
2022-12-31 $693k 3.2k 216.56
2022-09-30 $510k 2.4k 212.50
2022-06-30 $97k 400 242.50
2021-12-31 $68k 200 340.00