Morningstar shares owned by Redmond Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Redmond Asset Management
from 13F filings
Historical chart of Redmond Asset Management investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Redmond Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morningstar by Redmond Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.5k | 232.01 |
| 2025-06-30 | $2.4M | 7.5k | 313.93 |
| 2025-03-31 | $2.3M | 7.5k | 299.87 |
| 2024-12-31 | $2.5M | 7.5k | 336.76 |
| 2024-09-30 | $2.4M | 7.6k | 319.12 |
| 2024-06-30 | $2.3M | 7.6k | 295.85 |
| 2024-03-31 | $2.6M | 8.3k | 308.37 |
| 2023-12-31 | $2.4M | 8.4k | 286.24 |
| 2023-09-30 | $2.0M | 8.5k | 234.24 |
| 2023-06-30 | $1.7M | 8.5k | 196.07 |
| 2023-03-31 | $1.7M | 8.5k | 203.03 |
| 2022-12-31 | $1.8M | 8.5k | 216.59 |
| 2022-09-30 | $1.8M | 8.5k | 212.35 |
| 2022-06-30 | $1.5M | 6.2k | 241.80 |
| 2022-03-31 | $1.7M | 6.2k | 273.12 |
| 2021-12-31 | $2.1M | 6.2k | 341.93 |
| 2021-09-30 | $1.6M | 6.2k | 259.11 |
| 2021-06-30 | $1.6M | 6.1k | 257.12 |
| 2021-03-31 | $1.4M | 6.1k | 225.02 |
| 2020-12-31 | $1.4M | 6.1k | 231.60 |
| 2020-09-30 | $641k | 4.0k | 160.53 |
| 2020-06-30 | $561k | 4.0k | 140.95 |