Motley Fool Wealth Management »

Morningstar shares owned by Motley Fool Wealth Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Motley Fool Wealth Management from 13F filings

Historical chart of Motley Fool Wealth Management investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Motley Fool Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Motley Fool Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 25k 319.13
2024-06-30 $7.3M 25k 296.06
2024-03-31 $7.3M 24k 308.38
2023-12-31 $6.9M 24k 285.50
2023-09-30 $5.7M 24k 234.07
2023-06-30 $4.7M 24k 195.98

More positions owned by Motley Fool Wealth Management

Amazon.com Ordinary Shares (AMZN)
Meta Platforms Inc Class A Ordinary Shares (META)
Alphabet Inc Class C Ordinary Shares (GOOG)
Booking Hldgs Ordinary Shares (BKNG)
Mercadolibre Ordinary Shares (MELI)
Salesforce Ordinary Shares (CRM)
Invsc Bulletshares 2025 Crp Bnd Etf Bond ETFs (BSCP)
Mastercard Inc Class A Ordinary Shares (MA)
Equinix Inc Reit Ordinary Shares (EQIX)
Invsc Bulletshars 2026 Corp Bnd Etf Bond ETFs (BSCQ)
Netflix Ordinary Shares (NFLX)
Palo Alto Networks Ordinary Shares (PANW)
Axon Enterprise Ordinary Shares (AXON)
Brown & Brown Ordinary Shares (BRO)
Biomarin Pharmaceutical Ordinary Shares (BMRN)

View all positions for Motley Fool Wealth Management

Top funds holding Morningstar

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
Select Equity
Bank of America Corporation
Bamco
Massachusetts Financial Services
Kayne Anderson Rudnick Investment Management
State Street Corporation
Daniel D. Thurber
T. Rowe Price Associates
Geode Capital Management
Liontrust Investment Partners
Dimensional Fund Advisors

View all funds holding Morningstar