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Morningstar shares owned by Voleon Capital Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Voleon Capital Management from 13F filings

Historical chart of Voleon Capital Management investment in Morningstar

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All positions including Morningstar held by Voleon Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Voleon Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 19k 232.01
2025-06-30 $8.5M 27k 313.93
2025-03-31 $6.3M 21k 299.87
2024-12-31 $7.4M 22k 336.76