Morningstar shares owned by Barlow Wealth Partners
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Barlow Wealth Partners
from 13F filings
Historical chart of Barlow Wealth Partners investment in Morningstar
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Quarterly reported holdings in Morningstar by Barlow Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 58k | 219.97 |
| 2025-06-30 | $15M | 49k | 310.50 |
| 2025-03-31 | $10M | 37k | 280.63 |
| 2024-12-31 | $12M | 36k | 327.06 |
| 2024-09-30 | $11M | 34k | 312.85 |
| 2024-06-30 | $10M | 34k | 305.00 |
| 2024-03-31 | $10M | 33k | 305.85 |
| 2023-12-31 | $9.1M | 32k | 286.24 |