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Morningstar shares owned by Hughes Financial Services

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

Historical chart of Hughes Financial Services investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Hughes Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 83 215.07
2025-06-30 $23k 87 259.99
2025-03-31 $25k 83 301.51

More positions owned by Hughes Financial Services

State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)
State Street Spdr Portfolio Tips Etf Etf (SPIP)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

View all positions for Hughes Financial Services

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