Verdence Capital Advisors LLC

Position in MORN — Morningstar, Inc.

CIK 1719305 HUNT VALLEY, MD

Position in MORN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$253,376

-$31,135 QoQ

Shares Held

1,624

-3.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#276

of 419 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,431,116 across 5 Financial Data & Stock Exchanges names. MORN ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	7,790	$1,720,265
2	MCO	Moodys Corp /De/	2,218	$1,004,576
3	MSCI	MSCI Inc.	1,774	$993,510
4	SPGI	S&P Global Inc.	1,192	$459,389
5	MORN	Morningstar, Inc. This page	1,624	$253,376

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,376	1,624	-3.5%	Shares	Sole	2026-07-29
2026-03-31	$284,511	1,683	+18.3%	Shares	Sole	2026-04-30
2025-12-31	$309,232	1,423	+3.9%	Shares	Sole	2026-01-29
2025-09-30	$317,621	1,369	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.