MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

WELCH & FORBES LLC's Holding History (CIK: 0000105495)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,359 Value ($000) $295 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 1,374 Value ($000) $319 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 1,374 Value ($000) $431 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,509 Value ($000) $453 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,609 Value ($000) $542 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,734 Value ($000) $553 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,734 Value ($000) $513 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,225 Value ($000) $378 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,225 Value ($000) $351 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1,225 Value ($000) $287 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 1,260 Value ($000) $247 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 1,262 Value ($000) $256 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 1,410 Value ($000) $305 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 1,410 Value ($000) $300 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 1,410 Value ($000) $341 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 1,410 Value ($000) $385 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 1,410 Value ($000) $483 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 1,410 Value ($000) $366 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 1,986 Value ($000) $510 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 1,988 Value ($000) $448 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 2,338 Value ($000) $541 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 2,538 Value ($000) $407 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 2,538 Value ($000) $357 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 10,652 Value ($000) $1,239 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 20,997 Value ($000) $3,177 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 21,213 Value ($000) $3,100 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 21,463 Value ($000) $3,104 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 22,171 Value ($000) $2,794 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 22,171 Value ($000) $2,435 Avg Close $117.21 Range $104.56 - $133.74
Q3 2018
Shares 22,621 Value ($000) $2,848 Avg Close $134.79 Range $125.47 - $144.34
Q2 2018
Shares 23,521 Value ($000) $3,017 Avg Close $114.36 Range $93.30 - $134.95
Q1 2018
Shares 25,971 Value ($000) $2,480 Avg Close $96.16 Range $90.00 - $103.46
Q4 2017
Shares 27,621 Value ($000) $2,679 Avg Close $90.03 Range $82.64 - $99.11
Q3 2017
Shares 31,990 Value ($000) $2,719 Avg Close $81.52 Range $77.46 - $85.58
Q2 2017
Shares 40,690 Value ($000) $3,188 Avg Close $75.47 Range $68.43 - $79.55
Q1 2017
Shares 49,123 Value ($000) $3,862 Avg Close $77.78 Range $72.85 - $81.97
Q4 2016
Shares 49,323 Value ($000) $3,629 Avg Close $73.51 Range $67.74 - $79.30
Q3 2016
Shares 53,515 Value ($000) $4,242 Avg Close $82.20 Range $73.84 - $85.49
Q2 2016
Shares 69,925 Value ($000) $5,719 Avg Close $83.58 Range $76.57 - $89.44
Q1 2016
Shares 73,055 Value ($000) $6,448 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 77,982 Value ($000) $6,271 Avg Close $81.02 Range $77.61 - $84.99
Q3 2015
Shares 76,227 Value ($000) $6,118 Avg Close $81.64 Range $76.60 - $86.88
Q2 2015
Shares 78,702 Value ($000) $6,261 Avg Close $76.58 Range $71.89 - $80.93
Q1 2015
Shares 78,552 Value ($000) $5,885 Avg Close $70.94 Range $62.14 - $78.51
Q4 2014
Shares 74,852 Value ($000) $4,843 Avg Close $66.23 Range $61.03 - $71.08
Q3 2014
Shares 75,527 Value ($000) $5,129 Avg Close $68.45 Range $66.30 - $72.76
Q2 2014
Shares 46,044 Value ($000) $3,306 Avg Close $73.12 Range $67.77 - $80.00
Q1 2014
Shares 49,191 Value ($000) $3,886 Avg Close $79.64 Range $73.97 - $84.05
Q4 2013
Shares 49,191 Value ($000) $3,842 Avg Close $79.53 Range $73.40 - $85.97
Q3 2013
Shares 49,591 Value ($000) $3,931 Avg Close $77.30 Range $74.19 - $80.00
Q2 2013
Shares 49,341 Value ($000) $3,828 Avg Close $69.29 Range $63.01 - $77.83