MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Gibbs Wealth Management's Holding History (CIK: 0002081110)

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

Q4 2025
Shares 2,434 Value ($000) $528 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 3,162 Value ($000) $734 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 4,024 Value ($000) $1,263 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 3,728 Value ($000) $1,118 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 3,062 Value ($000) $1,031 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,500 Value ($000) $798 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 2,249 Value ($000) $665 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,786 Value ($000) $551 Avg Close $288.05 Range $269.51 - $316.05