Ray Dalio's MORN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 4,249 shares of Morningstar, Inc. (MORN) worth $662,929, representing 0.00% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MORN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 11,070 shares. Largest reduction occurred in Q1 2019, reducing 12,848 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +4,249 | New Buy | 4,249 | $156.02 |
| Q1 2023 | -2,269 | Sold Out | 0 | $0.00 |
| Q4 2022 | +513 | Add 29.21% | 2,269 | $216.59 |
| Q3 2022 | -1,226 | Reduce 41.11% | 1,756 | $212.41 |
| Q2 2022 | +522 | Add 21.22% | 2,982 | $241.78 |
| Q1 2022 | +2,460 | New Buy | 2,460 | $273.17 |
| Q4 2019 | -2,297 | Sold Out | 0 | $0.00 |
| Q3 2019 | +2,297 | New Buy | 2,297 | $146.28 |
| Q1 2019 | -12,848 | Sold Out | 0 | $0.00 |
| Q4 2018 | +11,070 | Add 622.61% | 12,848 | $109.82 |
| Q3 2018 | -3,281 | Reduce 64.85% | 1,778 | $125.98 |
| Q2 2018 | -6,344 | Reduce 55.63% | 5,059 | $128.29 |
| Q1 2018 | +11,403 | New Buy | 11,403 | $95.50 |
Ray Dalio's Morningstar Investment FAQs
Ray Dalio first purchased Morningstar, Inc. (MORN) in Q1 2018, acquiring 11,403 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Morningstar, Inc. (MORN) for 13 quarters since Q1 2018.
Ray Dalio's largest addition to Morningstar, Inc. (MORN) was in Q1 2018, adding 11,403 shares worth $1.09 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 4,249 shares of Morningstar, Inc. (MORN), valued at approximately $662,929.
As of the Q2 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Morningstar, Inc. (MORN) was 12,848 shares, as reported at the end of Q4 2018.