Morningstar shares owned by Hrt Financial
Historical chart of Hrt Financial investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 98k | 232.00 |
| 2025-06-30 | $10M | 32k | 313.91 |
| 2025-03-31 | $5.1M | 17k | 299.81 |
| 2024-12-31 | $820k | 2.4k | 336.76 |
| 2023-03-31 | $3.1M | 15k | 202.97 |
| 2022-12-31 | $5.0M | 23k | 216.56 |
| 2022-09-30 | $4.6M | 22k | 212.30 |
| 2021-12-31 | $2.6M | 7.7k | 341.91 |
| 2021-09-30 | $1.1M | 4.4k | 258.97 |