SEC 13F Intelligence

Motive Wealth Advisors / MORN

Motive Wealth Advisors’s Morningstar Inc Position

Does Motive Wealth Advisors own Morningstar Inc (MORN)? Not currently — the last reported position was 6.1K shares worth $1M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q2 2022
Shares
6.1K
% of Portfolio
+1.17%
Quarters Held
5
position exited

Position History MORN

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20226.1K$1M+1.17%
Q1 20225.8K$2M+1.08%
Q4 20215.8K$2M+1.20%
Q3 20216.0K$2M+1.05%
Q2 20214.8K$1M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Motive Wealth Advisors’s full portfolio or all institutional holders of MORN.