Morningstar shares owned by Osterweis Capital Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Osterweis Capital Management
from 13F filings
Historical chart of Osterweis Capital Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Osterweis Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by Osterweis Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 80 | 232.01 |
| 2025-06-30 | $29k | 92 | 313.93 |
More positions owned by Osterweis Capital Management
View all positions for Osterweis Capital Management