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James T. Borello RIA MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$5K
Q3 2026
Peak value
$6K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q4 2025 | $2K |
| Q1 2026 | $6K |
| Q2 2026 | $4K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 28 | — | — |
| Q2 2026 | $4K | 28 | — | — |
| Q1 2026 | $6K | 38 | — | — |
| Q4 2025 | $2K | 9 | — | — |
| Q3 2025 | $5K | 21 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M