Morningstar shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.4M | 8.8k | 156.02 |
| 2026-03-31 | $78k | 464 | 169.05 |
| 2025-12-31 | $33k | 152 | 217.32 |
| 2025-09-30 | $1.4M | 6.2k | 232.01 |
| 2025-06-30 | $54k | 173 | 313.93 |
| 2025-03-31 | $17k | 57 | 299.88 |
| 2024-12-31 | $5.7k | 17 | 336.76 |
| 2024-09-30 | $7.7k | 24 | 319.13 |
| 2024-06-30 | $2.4k | 8 | 295.88 |
| 2024-03-31 | $926 | 3 | 308.67 |
| 2023-12-31 | $858 | 3 | 286.33 |
| 2023-09-30 | $235 | 1 | 235.00 |
| 2023-06-30 | $785 | 4 | 196.25 |
| 2023-03-31 | $407 | 2 | 203.50 |
| 2022-12-31 | $433 | 2 | 216.50 |
| 2022-03-31 | $3.0k | 11 | 272.73 |