Morningstar shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Morningstar
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Quarterly reported holdings in Morningstar by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 898 | 313.93 |
| 2025-06-30 | $341k | 1.1k | 299.87 |
| 2025-03-31 | $364k | 1.1k | 336.76 |
| 2024-12-31 | $339k | 1.1k | 319.12 |
| 2024-09-30 | $339k | 1.1k | 295.85 |
| 2024-06-30 | $339k | 1.1k | 295.85 |
| 2024-03-31 | $342k | 1.2k | 286.24 |
| 2023-12-31 | $261k | 1.1k | 234.21 |
| 2023-09-30 | $236k | 1.2k | 196.07 |
More positions owned by Wallace Advisory Group
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View all positions for Wallace Advisory Group