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Morningstar shares owned by Congress Asset Management

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

Historical chart of Congress Asset Management investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Congress Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 42k 319.12
2024-06-30 $11M 36k 295.85
2024-03-31 $9.1M 29k 308.37