Morningstar shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 8.5k | 217.31 |
| 2025-09-30 | $921k | 4.0k | 232.01 |
| 2024-09-30 | $259k | 810 | 319.12 |
| 2018-03-31 | $17k | 17k | 0.97 |
| 2017-12-31 | $15k | 153 | 98.04 |