Ron Baron's Morningstar Inc Holding Summary
As of 2026-06-30, Baron Funds held 3.50 Mil shares of Morningstar Inc(MORN), totaling $545.94 Mil. This investment constitutes 0.82% of their stock portfolio, and Baron Funds now holds 9.33% of the outstanding Morningstar Inc(MORN) stock.
The initial trade took place in 2009Q1. And since then Ron Baron has made 15 purchases of MORN, at an average price of $107.14, for a total of 6.18 Mil shares. In addition, there have been 50 sales at an average price of $116.43 for 2.68 Mil shares. Based on historical transaction data and MORN's current price of $209.53, Ron Baron's estimated gain on his MORN holdings is $383.24 Mil, reflecting a 57.85% gain to date.
Ron Baron MORN ($209.53) Holding Chart
Ron Baron MORN ($209.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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