MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

PRINCIPAL FINANCIAL GROUP INC's Holding History (CIK: 0001126328)

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

Q4 2025
Shares 88,071 Value ($000) $19,139 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 91,155 Value ($000) $21,149 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 69,046 Value ($000) $21,676 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 76,327 Value ($000) $22,888 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 78,639 Value ($000) $26,483 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 84,845 Value ($000) $27,076 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 109,940 Value ($000) $32,526 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 187,631 Value ($000) $57,860 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 187,963 Value ($000) $53,803 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 206,133 Value ($000) $48,284 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 117,034 Value ($000) $22,947 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 160,328 Value ($000) $32,552 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 180,545 Value ($000) $39,104 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 204,769 Value ($000) $43,479 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 215,933 Value ($000) $52,220 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 125,028 Value ($000) $34,154 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 107,512 Value ($000) $36,768 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 125,805 Value ($000) $32,588 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 108,054 Value ($000) $27,782 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 165,586 Value ($000) $37,264 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 143,113 Value ($000) $33,141 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 154,146 Value ($000) $24,757 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 127,315 Value ($000) $17,947 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 64,355 Value ($000) $7,481 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 28,661 Value ($000) $4,337 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 2,265 Value ($000) $331 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 2,510 Value ($000) $363 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 2,370 Value ($000) $299 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 2,122 Value ($000) $233 Avg Close $117.21 Range $104.56 - $133.74
Q3 2018
Shares 2,921 Value ($000) $368 Avg Close $134.79 Range $125.47 - $144.34
Q2 2018
Shares 2,944 Value ($000) $378 Avg Close $114.36 Range $93.30 - $134.95
Q1 2018
Shares 3,697 Value ($000) $353 Avg Close $96.16 Range $90.00 - $103.46
Q4 2017
Shares 3,133 Value ($000) $304 Avg Close $90.03 Range $82.64 - $99.11
Q3 2017
Shares 2,582 Value ($000) $219 Avg Close $81.52 Range $77.46 - $85.58
Q1 2017
Shares 3,319 Value ($000) $261 Avg Close $77.78 Range $72.85 - $81.97
Q4 2016
Shares 3,597 Value ($000) $265 Avg Close $73.51 Range $67.74 - $79.30
Q3 2016
Shares 4,563 Value ($000) $362 Avg Close $82.20 Range $73.84 - $85.49
Q2 2016
Shares 4,910 Value ($000) $402 Avg Close $83.58 Range $76.57 - $89.44
Q1 2016
Shares 4,201 Value ($000) $371 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 4,534 Value ($000) $365 Avg Close $81.02 Range $77.61 - $84.99
Q3 2015
Shares 5,042 Value ($000) $405 Avg Close $81.64 Range $76.60 - $86.88
Q2 2015
Shares 5,698 Value ($000) $453 Avg Close $76.58 Range $71.89 - $80.93
Q1 2015
Shares 5,541 Value ($000) $415 Avg Close $70.94 Range $62.14 - $78.51
Q4 2013
Shares 8,235 Value ($000) $643 Avg Close $79.53 Range $73.40 - $85.97
Q3 2013
Shares 3,519 Value ($000) $279 Avg Close $77.30 Range $74.19 - $80.00