Morningstar shares owned by Creative Planning
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Morningstar
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Quarterly reported holdings in Morningstar by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.4M | 30k | 217.31 |
| 2025-09-30 | $1.8M | 7.9k | 232.01 |
| 2025-06-30 | $1.4M | 4.5k | 313.93 |
| 2025-03-31 | $771k | 2.6k | 299.88 |
| 2024-12-31 | $906k | 2.7k | 336.76 |
| 2024-09-30 | $866k | 2.7k | 319.12 |
| 2024-06-30 | $869k | 2.9k | 296.00 |
| 2024-03-31 | $873k | 2.8k | 308.37 |
| 2023-12-31 | $771k | 2.7k | 286.24 |
| 2023-09-30 | $569k | 2.4k | 234.24 |
| 2023-06-30 | $463k | 2.4k | 196.09 |
| 2023-03-31 | $450k | 2.2k | 203.05 |
| 2022-12-31 | $440k | 2.0k | 216.61 |
| 2022-09-30 | $418k | 2.0k | 212.51 |
| 2022-06-30 | $408k | 1.7k | 241.56 |
| 2022-03-31 | $408k | 1.5k | 272.91 |
| 2021-12-31 | $504k | 1.5k | 341.93 |
| 2021-09-30 | $364k | 1.4k | 258.89 |
| 2021-06-30 | $358k | 1.4k | 256.81 |
| 2021-03-31 | $338k | 1.5k | 225.18 |
| 2020-12-31 | $323k | 1.4k | 231.71 |
| 2020-09-30 | $228k | 1.4k | 160.56 |
| 2020-06-30 | $200k | 1.4k | 140.85 |
| 2019-12-31 | $268k | 1.8k | 151.07 |
| 2019-09-30 | $262k | 1.8k | 146.21 |
| 2019-06-30 | $253k | 1.7k | 144.82 |
| 2019-03-31 | $220k | 1.7k | 125.93 |
| 2018-12-31 | $207k | 1.9k | 109.81 |
| 2018-09-30 | $227k | 1.8k | 125.62 |
| 2018-06-30 | $217k | 1.7k | 128.10 |
| 2017-06-30 | $17k | 221 | 76.92 |
| 2017-03-31 | $15k | 185 | 81.08 |
| 2016-12-31 | $8.0k | 105 | 76.19 |
| 2016-09-30 | $8.0k | 97 | 82.47 |
| 2016-06-30 | $5.0k | 64 | 78.12 |
| 2016-03-31 | $19k | 216 | 87.96 |
| 2015-12-31 | $9.0k | 109 | 82.57 |
| 2015-09-30 | $5.0k | 64 | 78.12 |
| 2014-12-31 | $27k | 410 | 65.85 |
| 2014-09-30 | $28k | 410 | 68.29 |
| 2014-06-30 | $21k | 298 | 70.47 |
| 2014-03-31 | $17k | 210 | 80.95 |
| 2013-12-31 | $16k | 210 | 76.19 |
| 2013-09-30 | $17k | 210 | 80.95 |