Morningstar shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 23k | 232.01 |
| 2025-06-30 | $8.2M | 26k | 313.92 |
| 2025-03-31 | $7.7M | 26k | 299.87 |
| 2024-12-31 | $8.5M | 25k | 336.76 |
| 2024-09-30 | $8.0M | 25k | 319.12 |
| 2024-06-30 | $7.3M | 25k | 295.85 |
| 2024-03-31 | $7.5M | 24k | 308.37 |
| 2023-12-31 | $6.9M | 24k | 286.24 |
| 2023-09-30 | $5.7M | 24k | 234.24 |
| 2023-06-30 | $4.8M | 25k | 196.07 |
| 2023-03-31 | $5.0M | 25k | 203.03 |
| 2022-12-31 | $3.5M | 16k | 216.59 |
| 2022-09-30 | $3.5M | 17k | 212.34 |
| 2022-06-30 | $3.9M | 16k | 241.81 |
| 2022-03-31 | $4.5M | 17k | 273.15 |
| 2021-12-31 | $5.4M | 16k | 340.62 |
| 2021-09-30 | $4.1M | 16k | 259.20 |
| 2021-06-30 | $4.2M | 16k | 257.61 |
| 2021-03-31 | $3.7M | 17k | 225.36 |
| 2020-12-31 | $3.8M | 17k | 231.56 |
| 2020-09-30 | $2.6M | 16k | 160.62 |
| 2020-06-30 | $2.2M | 15k | 141.71 |
| 2020-03-31 | $1.1M | 9.4k | 117.01 |
| 2019-12-31 | $1.3M | 8.8k | 151.37 |
More positions owned by Marks Group Wealth Management
View all positions for Marks Group Wealth Management