Rob Vinall
RV Capital
Rob Vinall Morningstar Inc stake
total: 18
RV Capital MORN trades
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Rob Vinall holds 3,700 Morningstar Inc (MORN) shares with a market value of roughly $577.27K accounting for 0.15% of the overall portfolio. To date, the estimated cost basis is nearly $176.7 for "buy" trades. RV Capital first purchased MORN in 2026 Q1, initially acquiring 3,700 shares.
When did Rob Vinall buy Morningstar Inc (MORN)?
Rob Vinall first invested in Morningstar Inc (MORN) in 2026 Q1 at the reported quarter-end price of $176.70 per share.
What's the cost basis of RV Capital's MORN stake?
The estimated cost basis for Morningstar Inc (MORN) stake is around $176.70 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $176.70
Rob Vinall's historical trades in Morningstar Inc
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.17%
|
3,700
|
$176.70
|
$653,790
|
new
|
+0.17%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.