William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  Morningstar, Inc. (MORN)
← All MORN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q1 0 0.00 Sell 100.00% 0.01 $56.23–63.25 · VW $60.44i SEC
2011   Q4 5,859 0.01 $59.40 $348,000 SEC
2011   Q3 5,859 0.01 Add 23.11% <0.01 $51.11–64.00 · VW $58.41i $331,000 SEC
2011   Q2 4,759 <0.01 Buy <0.01 $56.30–60.95 · VW $59.06i $289,000 SEC
Price snapshot:
Current price$173.55
52-week low$141.06
52-week high$292.77