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Morningstar shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.4M 14k 313.95
2025-03-31 $4.0M 13k 299.95
2024-12-31 $3.4M 10k 336.79
2024-09-30 $2.9M 9.2k 319.14
2024-03-31 $2.4M 7.9k 308.37

More positions owned by Congress Wealth Management LLC / DE /

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NVIDIA Corporation (NVDA)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
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Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

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