Morningstar shares owned by Capital Investment Counsel
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Capital Investment Counsel
from 13F filings
Historical chart of Capital Investment Counsel investment in Morningstar
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Quarterly reported holdings in Morningstar by Capital Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 1.2k | 232.01 |
| 2025-06-30 | $361k | 1.2k | 313.93 |
| 2025-03-31 | $345k | 1.2k | 299.87 |
| 2024-12-31 | $387k | 1.2k | 336.76 |
| 2024-09-30 | $367k | 1.2k | 319.12 |
| 2024-06-30 | $340k | 1.2k | 295.85 |
| 2024-03-31 | $355k | 1.2k | 308.37 |
| 2023-12-31 | $329k | 1.2k | 286.24 |
| 2023-09-30 | $269k | 1.2k | 234.24 |
| 2023-06-30 | $226k | 1.2k | 196.07 |
| 2023-03-31 | $234k | 1.2k | 203.03 |
| 2022-12-31 | $249k | 1.2k | 216.59 |
| 2022-09-30 | $244k | 1.2k | 212.17 |
| 2022-06-30 | $278k | 1.2k | 241.74 |
| 2022-03-31 | $314k | 1.2k | 273.04 |
| 2021-12-31 | $393k | 1.2k | 341.74 |
| 2021-09-30 | $298k | 1.2k | 259.13 |
| 2021-06-30 | $296k | 1.2k | 257.39 |
| 2021-03-31 | $259k | 1.2k | 225.22 |
| 2020-12-31 | $289k | 1.3k | 231.20 |
| 2020-09-30 | $201k | 1.3k | 160.80 |
| 2015-09-30 | $221k | 2.8k | 80.36 |
| 2015-06-30 | $266k | 3.4k | 79.40 |
| 2015-03-31 | $438k | 5.9k | 74.87 |
| 2014-12-31 | $476k | 7.4k | 64.76 |
| 2014-09-30 | $458k | 6.8k | 67.85 |
More positions owned by Capital Investment Counsel
View all positions for Capital Investment Counsel