Back to MORN
USA FINANCIAL FORMULAS MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
2
Latest value
$760
Q3 2026
Peak value
$760
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $435 |
| Q3 2026 | $760 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $760 | 4 | — | — |
| Q4 2025 | $435 | 2 | — | — |
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