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Frazier Financial Advisors, LLC

Position in MORN — Morningstar, Inc.

CIK 2002745 COLUMBUS, OH

Position in MORN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,836
-$404 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#371
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, 2026

Frazier Financial Advisors, LLC holds $84,323 across 5 Financial Data & Stock Exchanges names. MORN ranks #5 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MORN
Morningstar, Inc.
This page
31 $4,836

All Filings in MORN

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,836 31
2026-03-31 $5,240 31
2025-12-31 $6,736 31
2025-09-30 $7,192 31
2025-06-30 $9,731 31
2025-03-31 $9,295 31
2024-12-31 $10,439 31
2024-09-30 $9,892 31
2024-06-30 $9,171 31
2024-03-31 $9,559 31
2023-12-31 $8,873 31