MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 29,578 Value ($000) $6,428 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 7,926 Value ($000) $1,839 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 4,506 Value ($000) $1,415 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 2,570 Value ($000) $771 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 2,690 Value ($000) $906 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,713 Value ($000) $866 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 2,934 Value ($000) $868 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 2,831 Value ($000) $873 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 2,693 Value ($000) $771 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 2,431 Value ($000) $569 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 2,362 Value ($000) $463 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 2,218 Value ($000) $450 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 2,031 Value ($000) $440 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 1,967 Value ($000) $418 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 1,689 Value ($000) $408 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 1,495 Value ($000) $408 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 1,474 Value ($000) $504 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 1,406 Value ($000) $364 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 1,394 Value ($000) $358 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 1,501 Value ($000) $338 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 1,394 Value ($000) $323 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 1,420 Value ($000) $228 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 1,420 Value ($000) $200 Avg Close $141.17 Range $109.25 - $165.19
Q4 2019
Shares 1,774 Value ($000) $268 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 1,792 Value ($000) $262 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 1,747 Value ($000) $253 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 1,747 Value ($000) $220 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 1,885 Value ($000) $207 Avg Close $117.21 Range $104.56 - $133.74
Q3 2018
Shares 1,807 Value ($000) $227 Avg Close $134.79 Range $125.47 - $144.34
Q2 2018
Shares 1,694 Value ($000) $217 Avg Close $114.36 Range $93.30 - $134.95
Q2 2017
Shares 221 Value ($000) $17 Avg Close $75.47 Range $68.43 - $79.55
Q1 2017
Shares 185 Value ($000) $15 Avg Close $77.78 Range $72.85 - $81.97
Q4 2016
Shares 105 Value ($000) $8 Avg Close $73.51 Range $67.74 - $79.30
Q3 2016
Shares 97 Value ($000) $8 Avg Close $82.20 Range $73.84 - $85.49
Q2 2016
Shares 64 Value ($000) $5 Avg Close $83.58 Range $76.57 - $89.44
Q1 2016
Shares 216 Value ($000) $19 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 109 Value ($000) $9 Avg Close $81.02 Range $77.61 - $84.99
Q3 2015
Shares 64 Value ($000) $5 Avg Close $81.64 Range $76.60 - $86.88
Q4 2014
Shares 410 Value ($000) $27 Avg Close $66.23 Range $61.03 - $71.08
Q3 2014
Shares 410 Value ($000) $28 Avg Close $68.45 Range $66.30 - $72.76
Q2 2014
Shares 298 Value ($000) $21 Avg Close $73.12 Range $67.77 - $80.00
Q1 2014
Shares 210 Value ($000) $17 Avg Close $79.64 Range $73.97 - $84.05
Q4 2013
Shares 210 Value ($000) $16 Avg Close $79.53 Range $73.40 - $85.97
Q3 2013
Shares 210 Value ($000) $17 Avg Close $77.30 Range $74.19 - $80.00