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Morningstar shares owned by Waddell & Associates

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 1.3k 217.26

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