Morningstar shares owned by R Squared
Historical chart of R Squared investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by R Squared consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by R Squared
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $431k | 2.6k | 169.05 |
| 2025-12-31 | $704k | 3.2k | 217.31 |
| 2025-09-30 | $827k | 3.6k | 232.01 |
| 2025-06-30 | $1.1M | 3.6k | 313.93 |