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Atria Investments, Inc MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $635K |
| Q4 2025 | $499K |
| Q1 2026 | $362K |
| Q2 2026 | $393K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 6.9K | — | — |
| Q2 2026 | $393K | 2.5K | — | — |
| Q1 2026 | $362K | 2.1K | — | — |
| Q4 2025 | $499K | 2.3K | — | — |
| Q3 2025 | $635K | 2.7K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M