Morningstar shares owned by New Age Alpha Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by New Age Alpha Advisors
from 13F filings
Historical chart of New Age Alpha Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by New Age Alpha Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 14k | 217.31 |
| 2025-09-30 | $1.3M | 5.7k | 232.01 |
| 2025-06-30 | $1.8M | 5.8k | 313.93 |
| 2025-03-31 | $1.6M | 5.5k | 299.87 |