MORN MORNINGSTAR INC

Ownership history in Bradyco, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bradyco, Inc. reported a position in MORNINGSTAR INC (MORN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.31% (2025 Q4)
Avg. % of fund
1.16%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,864 0% 1.31% $1.1M $216.81
2025 Q3 UNCHANGED 4,864 0% 1.28% $1.1M $231.01
2025 Q2 UNCHANGED 4,864 0% 1.11% $1.5M $312.10
2025 Q1 UNCHANGED 4,864 0% 1.11% $1.5M $297.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MORN price (monthly, adj. close)
← Back to Bradyco, Inc. Holdings