Position in MORN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,987,064
-$770,502 QoQ
Shares Held
57,602
-0.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#56
of 419 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BARLOW WEALTH PARTNERS, LLC holds $9,786,942 across 2 Financial Data & Stock Exchanges names. MORN ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
57,602 | $8,987,064 | |
| 2 | SPGI |
S&P Global Inc.
|
2,194 | $799,878 |
All Filings in MORN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,987,064 | 57,602 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,757,566 | 57,720 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,067,876 | 55,533 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,334,774 | 57,475 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $15,405,172 | 49,072 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,011,826 | 36,722 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,110,563 | 35,962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,896,033 | 34,144 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,911,862 | 33,503 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,150,923 | 32,918 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $9,132,773 | 31,906 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||