MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

CONGRESS ASSET MANAGEMENT CO /MA's Holding History (CIK: 0000897378)

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

Q4 2025
Shares 74,541 Value ($000) $16,199 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 66,117 Value ($000) $15,340 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 60,411 Value ($000) $18,965 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 56,216 Value ($000) $16,858 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 49,043 Value ($000) $16,516 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 41,627 Value ($000) $13,284 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 35,616 Value ($000) $10,537 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 29,387 Value ($000) $9,062 Avg Close $288.05 Range $269.51 - $316.05