MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Cerity Partners LLC's Holding History (CIK: 0001566475)

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

Q4 2025
Shares 16,678 Value ($000) $3,624 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 7,154 Value ($000) $1,660 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 4,270 Value ($000) $1,340 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 5,426 Value ($000) $1,627 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 4,628 Value ($000) $1,480 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 6,318 Value ($000) $2,016 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 5,403 Value ($000) $1,599 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 10,664 Value ($000) $3,289 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 3,029 Value ($000) $867 Avg Close $260.56 Range $219.45 - $289.17
Q2 2023
Shares 4,476 Value ($000) $878 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 3,009 Value ($000) $611 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 3,055 Value ($000) $662 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 7,287 Value ($000) $1,547 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 7,650 Value ($000) $1,850 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 6,268 Value ($000) $1,712 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 734 Value ($000) $250 Avg Close $309.54 Range $253.81 - $350.21