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DiNuzzo Private Wealth, Inc. → MORN
DiNuzzo Private Wealth, Inc. MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
4
Latest value
$1K
Q3 2026
Peak value
$1K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1K |
| Q1 2026 | $339 |
| Q2 2026 | $313 |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 6 | — | — |
| Q2 2026 | $313 | 2 | — | — |
| Q1 2026 | $339 | 2 | — | — |
| Q4 2025 | $1K | 5 | — | — |
Other funds holding MORN
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$244.3M
$231.7M