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GHP Investment Advisors, Inc. → MORN

GHP Investment Advisors, Inc. MORN Position History

Morningstar, Inc. • Financial Services

Quarters held
5
Latest value
$7K
Q3 2026
Peak value
$4.3M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$420K
Q2 2026$2.9M
Q2 2026$3K
Q3 2026$4.3M
Q3 2026$7K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7K39——
Q3 2026$4.3M22.8K——
Q2 2026$3K20——
Q2 2026$2.9M18.3K——
Q1 2026$420K2.5K——

Other funds holding MORN

Other GHP Investment Advisors, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$52.7M
AAPL

APPLE INC

$52.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$49.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.4M
AAPL

APPLE INC

$47M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.6M
AAPL

APPLE INC

$44.3M
GOOGN

ALPHABET INC

$42.8M
GHP Investment Advisors, Inc. MORN Holdings: 13F Position History | Track13F