Morningstar shares owned by Pathstone Holdings
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Pathstone Holdings
from 13F filings
Historical chart of Pathstone Holdings investment in Morningstar
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Quarterly reported holdings in Morningstar by Pathstone Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.1k | 232.01 |
| 2025-06-30 | $2.7M | 8.5k | 313.91 |
| 2025-03-31 | $2.6M | 8.6k | 299.87 |
| 2024-12-31 | $2.8M | 8.3k | 336.75 |
| 2024-09-30 | $2.6M | 8.3k | 319.10 |
| 2024-06-30 | $2.7M | 9.1k | 295.83 |
| 2024-03-31 | $2.6M | 8.3k | 308.40 |
| 2023-12-31 | $1.6M | 5.5k | 286.26 |