Morningstar shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Morningstar
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Quarterly reported holdings in Morningstar by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 25k | 232.01 |
| 2025-06-30 | $7.8M | 25k | 313.93 |
| 2025-03-31 | $7.6M | 25k | 299.87 |
| 2024-12-31 | $4.4M | 13k | 336.76 |
More positions owned by United Capital Financial Advisers
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