Morningstar Investment Management LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Morningstar Investment Management LLC opened 2 positions, added to 0, reduced 0, sold out of 0 and left 287 unchanged. The largest increase in value was EW (+$3,246,603); the largest decrease was MGEE ($0).
- EW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 40,542.
- VRSN: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 12,486.
Two Form 13F-HR filings compared (SEC CIK 1673385): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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