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Morningstar shares owned by Quest Partners

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Quest Partners from 13F filings

Historical chart of Quest Partners investment in Morningstar

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All positions including Morningstar held by Quest Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Quest Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $777k 3.4k 232.01
2025-06-30 $1.9M 6.1k 313.93
2025-03-31 $2.0M 6.5k 299.87
2024-12-31 $330k 979 336.76
2024-09-30 $4.1M 13k 319.12
2024-06-30 $296 1 296.00
2024-03-31 $353k 1.1k 308.37