Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Morningstar Inc. (MORN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 3,534 <0.01 Reduce 9.52% <0.01 $299.87 $1,059,741 SEC
2024   Q4 3,906 <0.01 Reduce 36.96% <0.01 $336.76 $1,315,385 SEC
2024   Q3 6,196 0.01 Reduce 23.16% <0.01 $319.12 $1,977,268 SEC
2024   Q2 8,064 0.01 Reduce 13.58% <0.01 $295.85 $2,385,734 SEC
2024   Q1 9,331 0.01 Reduce 32.31% <0.01 $308.37 $2,877,400 SEC
2023   Q4 13,785 0.01 Reduce 1.96% <0.01 $286.24 $3,945,818 SEC
2023   Q3 14,061 0.01 Add 150.11% <0.01 $234.24 $3,293,649 SEC
2023   Q2 5,622 <0.01 Buy <0.01 $196.07 $1,102,306 SEC