WADDELL & ASSOCIATES, LLC

Position in MORN — Morningstar, Inc.

CIK 1776757 MEMPHIS, TN

Position in MORN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$229,349

-$47,286 QoQ

Shares Held

1,470

+15.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#283

of 416 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,765,585 across 6 Financial Data & Stock Exchanges names. MORN ranks #6 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,856	$676,583
2	FDS	Factset Research Systems Inc	2,869	$660,099
3	MSCI	MSCI Inc.	990	$554,439
4	MCO	Moodys Corp /De/	888	$402,192
5	NDAQ	Nasdaq, Inc.	3,082	$242,923
6	MORN	Morningstar, Inc. This page	1,470	$229,349

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,349	1,470	+15.5%	Shares	Sole	2026-07-15
2025-12-31	$276,635	1,273	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.