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Essential Partners LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
6
Latest value
$141K
Q3 2026
Peak value
$208K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $147K |
| Q3 2025 | $122K |
| Q4 2025 | $202K |
| Q1 2026 | $106K |
| Q2 2026 | $208K |
| Q3 2026 | $141K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $141K | 743 | — | — |
| Q2 2026 | $208K | 1.3K | — | — |
| Q1 2026 | $106K | 627 | — | — |
| Q4 2025 | $202K | 931 | — | — |
| Q3 2025 | $122K | 527 | — | — |
| Q2 2025 | $147K | 468 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M