Back to MORN
Blue Trust, Inc. MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$7K
Q3 2026
Peak value
$52K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $217 |
| Q4 2025 | $52K |
| Q1 2026 | $40K |
| Q2 2026 | $15K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 36 | — | — |
| Q2 2026 | $15K | 99 | — | — |
| Q1 2026 | $40K | 239 | — | — |
| Q4 2025 | $52K | 239 | — | — |
| Q4 2025 | $217 | 1 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M