Morningstar shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Morningstar
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Quarterly reported holdings in Morningstar by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 11k | 215.63 |
| 2025-09-30 | $1.2M | 5.4k | 226.25 |
| 2025-06-30 | $1.1M | 3.4k | 311.26 |
| 2025-03-31 | $540k | 1.8k | 299.81 |
| 2024-12-31 | $553k | 1.6k | 336.67 |
| 2024-06-30 | $430k | 1.5k | 295.77 |
| 2024-03-31 | $481k | 1.6k | 308.28 |
| 2023-12-31 | $433k | 1.5k | 286.26 |
| 2023-09-30 | $422k | 1.8k | 234.25 |
| 2020-06-30 | $22M | 102k | 211.75 |
| 2018-09-30 | $885k | 7.7k | 115.05 |
| 2017-03-31 | $776k | 10k | 77.48 |
More positions owned by Wealth Enhancement Advisory Services
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