Morningstar shares owned by R Squared
Historical chart of R Squared investment in Morningstar
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Quarterly reported holdings in Morningstar by R Squared
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $827k | 3.6k | 232.01 |
| 2025-06-30 | $1.1M | 3.6k | 313.93 |