Morningstar shares owned by Smith Group Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Smith Group Asset Management
from 13F filings
Historical chart of Smith Group Asset Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Smith Group Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 1.5k | 232.01 |
| 2025-06-30 | $455k | 1.5k | 313.93 |
| 2025-03-31 | $435k | 1.5k | 299.87 |
| 2024-12-31 | $468k | 1.4k | 336.76 |
More positions owned by Smith Group Asset Management
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