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State of Alaska, Department of Revenue → MORN
State of Alaska, Department of Revenue MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
10
Latest value
$344K
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $620K |
| Q3 2025 | $3.4M |
| Q4 2025 | $516K |
| Q4 2025 | $3.2M |
| Q1 2026 | $2.5M |
| Q1 2026 | $388K |
| Q2 2026 | $3.4M |
| Q2 2026 | $337K |
| Q3 2026 | $4.1M |
| Q3 2026 | $344K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $344K | 1.8K | — | — |
| Q3 2026 | $4.1M | 21.5K | — | — |
| Q2 2026 | $337K | 2.2K | — | — |
| Q2 2026 | $3.4M | 21.5K | — | — |
| Q1 2026 | $388K | 2.3K | — | — |
| Q1 2026 | $2.5M | 14.6K | — | — |
| Q4 2025 | $3.2M | 14.6K | — | — |
| Q4 2025 | $516K | 2.4K | — | — |
| Q3 2025 | $3.4M | 14.6K | — | — |
| Q3 2025 | $620K | 2.7K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M