Goodman & Company, Investment Counsel »

Morningstar shares owned by Goodman & Company, Investment Counsel

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Goodman & Company, Investment Counsel from 13F filings

Historical chart of Goodman & Company, Investment Counsel investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Goodman & Company, Investment Counsel 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 Goodman & Company, Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 17k 232.01
2025-06-30 $2.7M 8.6k 313.93
2024-06-30 $4.1M 14k 295.85
2024-03-31 $3.5M 11k 308.37
2023-12-31 $3.2M 11k 286.24
2023-09-30 $2.6M 11k 234.24