MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

NewEdge Advisors, LLC's Holding History (CIK: 0001633516)

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

Q4 2025
Shares 1,133 Value ($000) $246 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 78 Value ($000) $18 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 78 Value ($000) $24 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 77 Value ($000) $23 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 77 Value ($000) $26 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 77 Value ($000) $25 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 77 Value ($000) $23 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 91 Value ($000) $28 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 77 Value ($000) $22 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 77 Value ($000) $18 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 77 Value ($000) $15 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 77 Value ($000) $16 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 3,611 Value ($000) $123 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 2,950 Value ($000) $626 Avg Close $237.81 Range $208.48 - $261.16
Q4 2021
Shares 914 Value ($000) $313 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 874 Value ($000) $226 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 844 Value ($000) $217 Avg Close $242.63 Range $224.56 - $270.08
Q3 2020
Shares 4,654 Value ($000) $748 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 4,395 Value ($000) $620 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 3,192 Value ($000) $371 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 1,779 Value ($000) $269 Avg Close $153.53 Range $141.94 - $163.94