Fluent Financial »

Morningstar shares owned by Fluent Financial

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Fluent Financial from 13F filings

Historical chart of Fluent Financial investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Fluent Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Fluent Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 12k 217.31

More positions owned by Fluent Financial

Vanguard World Extended Dur (EDV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Russell 2000 Etf (IWM)
Meta Platforms Cl A (META)
Select Sector Spdr Tr State Street Uti (XLU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr State Street Con (XLP)
United Parcel Service CL B (UPS)
Merck & Co (MRK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Pepsi (PEP)
Advance Auto Parts (AAP)
Campbell Soup Company (CPB)

View all positions for Fluent Financial

Top funds holding Morningstar

Vanguard Group
BlackRock
Select Equity
Bamco
Kayne Anderson Rudnick Investment Management
State Street Corporation
Wellington Management Company
AQR Capital Management
Geode Capital Management
Dimensional Fund Advisors
Jane Street
Massachusetts Financial Services
Daniel D. Thurber
Renaissance Technologies
Jpmorgan Chase & Co

View all funds holding Morningstar