Morningstar shares owned by Benjamin Edwards
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Benjamin Edwards
from 13F filings
Historical chart of Benjamin Edwards investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Benjamin Edwards consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Benjamin Edwards
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.9M | 35k | 169.04 |
| 2025-12-31 | $1.0M | 4.7k | 217.29 |
| 2025-09-30 | $666k | 2.9k | 232.00 |
| 2025-06-30 | $690k | 2.2k | 313.93 |
| 2025-03-31 | $602k | 2.0k | 299.87 |
| 2024-12-31 | $572k | 1.7k | 336.72 |
| 2024-09-30 | $498k | 1.6k | 319.08 |
| 2024-06-30 | $265k | 895 | 296.09 |
| 2024-03-31 | $452k | 1.5k | 308.11 |
| 2023-12-31 | $301k | 1.1k | 286.12 |
| 2023-09-30 | $219k | 937 | 233.72 |
| 2023-06-30 | $131k | 667 | 196.40 |
| 2023-03-31 | $64k | 314 | 203.82 |
| 2022-12-31 | $27k | 123 | 219.51 |