Morningstar shares owned by FORA Capital
Historical chart of FORA Capital investment in Morningstar
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All positions including Morningstar held by FORA Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by FORA Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 1.2k | 232.01 |
| 2025-06-30 | $397k | 1.3k | 313.93 |
| 2024-06-30 | $273k | 922 | 295.85 |
| 2022-12-31 | $352k | 1.6k | 216.59 |
| 2020-06-30 | $80k | 570 | 140.35 |