Morningstar shares owned by Wells Fargo & Company
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Wells Fargo & Company
from 13F filings
Historical chart of Wells Fargo & Company investment in Morningstar
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All positions including Morningstar held by Wells Fargo & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morningstar by Wells Fargo & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 73k | 232.01 |
| 2025-06-30 | $27M | 86k | 313.93 |
| 2025-03-31 | $25M | 85k | 299.86 |
| 2024-12-31 | $29M | 87k | 336.76 |
| 2024-09-30 | $28M | 89k | 319.12 |
| 2024-06-30 | $27M | 90k | 295.85 |
| 2024-03-31 | $32M | 102k | 308.37 |
| 2023-12-31 | $29M | 102k | 286.24 |
| 2023-09-30 | $25M | 108k | 234.23 |
| 2023-06-30 | $22M | 111k | 196.07 |
| 2022-12-31 | $19M | 85k | 216.58 |
| 2022-09-30 | $19M | 90k | 212.73 |
| 2022-06-30 | $23M | 95k | 241.48 |
| 2022-03-31 | $27M | 97k | 273.15 |
| 2021-12-31 | $29M | 85k | 342.17 |
| 2021-09-30 | $66M | 251k | 264.37 |
| 2021-06-30 | $67M | 261k | 257.13 |
| 2021-03-31 | $71M | 316k | 225.04 |
| 2020-12-31 | $59M | 253k | 231.57 |
| 2020-09-30 | $30M | 186k | 160.61 |
| 2020-06-30 | $27M | 193k | 140.96 |
| 2020-03-31 | $28M | 242k | 116.25 |
| 2019-12-31 | $40M | 267k | 151.31 |
| 2019-09-30 | $44M | 301k | 146.14 |
| 2019-06-30 | $43M | 299k | 144.64 |
| 2019-03-31 | $38M | 301k | 125.99 |
| 2018-12-31 | $42M | 378k | 109.84 |
| 2018-09-30 | $43M | 338k | 125.91 |
| 2018-06-30 | $33M | 256k | 128.23 |
| 2018-03-31 | $19M | 203k | 95.52 |
| 2017-12-31 | $16M | 165k | 96.96 |
| 2017-06-30 | $13M | 160k | 78.36 |
| 2017-03-31 | $13M | 171k | 78.60 |
| 2016-12-31 | $13M | 178k | 73.57 |
| 2016-09-30 | $7.0M | 88k | 79.28 |
| 2016-06-30 | $7.2M | 88k | 81.78 |
| 2016-03-31 | $11M | 127k | 88.28 |
| 2015-12-31 | $13M | 160k | 80.41 |
| 2015-09-30 | $9.7M | 120k | 80.27 |
| 2015-03-31 | $8.9M | 119k | 74.86 |
| 2014-12-31 | $7.5M | 117k | 64.72 |
| 2014-06-30 | $23M | 318k | 71.87 |
| 2014-03-31 | $24M | 303k | 79.02 |
| 2013-12-31 | $24M | 308k | 78.09 |
| 2013-09-30 | $25M | 319k | 79.24 |
| 2013-06-30 | $25M | 322k | 78.74 |
| 2012-06-30 | $9.3M | 160k | 58.10 |
| 2011-09-30 | $11M | 188k | 56.44 |
| 2011-03-31 | $14M | 233k | 58.38 |
| 2010-12-31 | $92k | 1.7k | 53.21 |