MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

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

Q4 2025
Shares 85,973 Value ($000) $18,683 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 110,885 Value ($000) $25,726 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 104,139 Value ($000) $32,692 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 106,294 Value ($000) $31,874 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 94,135 Value ($000) $31,701 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 76,996 Value ($000) $24,571 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 72,997 Value ($000) $21,596 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 80,807 Value ($000) $24,918 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 39,537 Value ($000) $11,317 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 34,573 Value ($000) $8,098 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 16,825 Value ($000) $3,299 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 15,960 Value ($000) $3,240 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 15,273 Value ($000) $3,308 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 13,440 Value ($000) $2,854 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 12,861 Value ($000) $3,110 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 10,128 Value ($000) $2,767 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 10,855 Value ($000) $3,712 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 11,307 Value ($000) $2,929 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 10,640 Value ($000) $2,736 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 8,863 Value ($000) $1,994 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 18,623 Value ($000) $4,313 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 22,933 Value ($000) $3,683 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 22,599 Value ($000) $3,186 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 19,997 Value ($000) $2,325 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 17,986 Value ($000) $2,721 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 18,018 Value ($000) $2,633 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 16,268 Value ($000) $2,353 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 16,627 Value ($000) $2,095 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 13,161 Value ($000) $1,446 Avg Close $117.21 Range $104.56 - $133.74
Q2 2018
Shares 4,043 Value ($000) $518 Avg Close $114.36 Range $93.30 - $134.95
Q1 2018
Shares 4,057 Value ($000) $398 Avg Close $96.16 Range $90.00 - $103.46
Q4 2017
Shares 4,022 Value ($000) $390 Avg Close $90.03 Range $82.64 - $99.11
Q3 2017
Shares 4,029 Value ($000) $341 Avg Close $81.52 Range $77.46 - $85.58
Q2 2017
Shares 4,126 Value ($000) $322 Avg Close $75.47 Range $68.43 - $79.55
Q1 2017
Shares 3,779 Value ($000) $297 Avg Close $77.78 Range $72.85 - $81.97
Q4 2016
Shares 3,554 Value ($000) $262 Avg Close $73.51 Range $67.74 - $79.30
Q3 2016
Shares 3,498 Value ($000) $277 Avg Close $82.20 Range $73.84 - $85.49
Q2 2016
Shares 8,156 Value ($000) $667 Avg Close $83.58 Range $76.57 - $89.44
Q1 2016
Shares 8,175 Value ($000) $722 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 8,977 Value ($000) $722 Avg Close $81.02 Range $77.61 - $84.99
Q3 2015
Shares 12,149 Value ($000) $975 Avg Close $81.64 Range $76.60 - $86.88
Q2 2015
Shares 11,618 Value ($000) $924 Avg Close $76.58 Range $71.89 - $80.93
Q1 2015
Shares 12,380 Value ($000) $927 Avg Close $70.94 Range $62.14 - $78.51