Morningstar shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Morningstar
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Quarterly reported holdings in Morningstar by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $415k | 1.9k | 217.31 |
| 2025-09-30 | $868k | 3.7k | 232.01 |
| 2025-06-30 | $1.5M | 4.9k | 313.92 |
| 2025-03-31 | $1.5M | 5.0k | 299.86 |
| 2024-12-31 | $1.7M | 5.2k | 336.76 |
| 2024-09-30 | $1.7M | 5.3k | 319.12 |
| 2024-06-30 | $1.6M | 5.3k | 295.85 |
| 2024-03-31 | $1.7M | 5.6k | 308.37 |
| 2023-12-31 | $1.3M | 4.6k | 286.24 |
| 2023-09-30 | $982k | 4.2k | 234.26 |
| 2023-06-30 | $856k | 4.4k | 196.07 |