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
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Quarterly reported holdings in Morningstar by Motley Fool Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.2M | 20k | 313.94 |
| 2025-03-31 | $6.5M | 22k | 299.88 |
| 2024-12-31 | $7.9M | 24k | 334.58 |
| 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 |
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