Morningstar shares owned by HPM Partners
Historical chart of HPM Partners investment in Morningstar
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Quarterly reported holdings in Morningstar by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.6M | 17k | 217.29 |
| 2025-09-30 | $1.7M | 7.2k | 232.00 |
| 2025-06-30 | $1.3M | 4.3k | 313.90 |
| 2025-03-31 | $1.6M | 5.4k | 299.86 |
| 2024-12-31 | $1.5M | 4.6k | 319.76 |
| 2024-09-30 | $2.0M | 6.3k | 319.12 |
| 2024-06-30 | $1.6M | 5.4k | 295.87 |
| 2024-03-31 | $3.3M | 11k | 308.40 |
| 2023-12-31 | $867k | 3.0k | 286.23 |
| 2023-06-30 | $878k | 4.5k | 196.10 |
| 2023-03-31 | $611k | 3.0k | 202.99 |
| 2022-12-31 | $662k | 3.1k | 216.73 |
| 2022-09-30 | $1.5M | 7.3k | 212.30 |
| 2022-06-30 | $1.9M | 7.7k | 241.83 |
| 2022-03-31 | $1.7M | 6.3k | 273.13 |
| 2021-12-31 | $250k | 734 | 340.60 |