First seen by DFX
Sep 12, 2026
date not stated
Morningstar Investment Services LLC files Form 13F (non_adviser_filer, $1,100,272 in 145 positions)
Morningstar Investment Services LLC reported $545,991,000 across 134 13(f) positions for the quarter ended 2025-03-31
Morningstar Investment Services LLC reduced Verizon Communications Inc 67,904 -> 33,319 shares ($2,715,000 -> $1,511,000)
Morningstar Investment Services LLC reduced Vanguard Index Fds 492,139 -> 281,306 shares ($142,627,000 -> $77,314,000)
Morningstar Investment Services LLC reduced Entergy Corp New 77,721 -> 34,190 shares ($5,893,000 -> $2,923,000)
Morningstar Investment Services LLC opened a $2,542,000 position in Fidelity Covington Trust (37,214 shares)
Morningstar Investment Services LLC opened a $23,021,000 position in Vanguard Malvern Fds (297,313 shares)
Morningstar Investment Services LLC exited Ishares Tr (was $6,560,000, 125,022 shares)
Morningstar Investment Services LLC reduced Edison Intl 40,349 -> 17,901 shares ($3,221,000 -> $1,055,000)
Morningstar Investment Services LLC reduced Enbridge Inc 178,539 -> 82,024 shares ($7,575,000 -> $3,632,000)
Morningstar Investment Services LLC reduced Genuine Parts Co 28,704 -> 12,656 shares ($3,351,000 -> $1,508,000)
Morningstar Investment Services LLC reduced Exxon Mobil Corp 71,843 -> 34,363 shares ($7,728,000 -> $4,087,000)
Morningstar Investment Services LLC reduced Meta Platforms Inc 41,928 -> 18,028 shares ($24,549,000 -> $10,391,000)
Morningstar Investment Services LLC reduced Fidelity Covington Trust 65,776 -> 19,714 shares ($3,251,000 -> $1,008,000)
Morningstar Investment Services LLC reduced Amazon Com Inc 79,333 -> 32,222 shares ($17,405,000 -> $6,131,000)
Morningstar Investment Services LLC reduced Iqvia Hldgs Inc 54,679 -> 22,343 shares ($10,745,000 -> $3,939,000)
Morningstar Investment Services LLC exited Spdr Series Trust (was $7,457,000, 85,468 shares)
Morningstar Investment Services LLC exited Vanguard Index Fds (was $8,920,000, 52,685 shares)
Morningstar Investment Services LLC reduced Fidelity Natl Information Sv 33,770 -> 14,932 shares ($2,728,000 -> $1,115,000)
Morningstar Investment Services LLC reduced Fiserv Inc 33,575 -> 14,113 shares ($6,897,000 -> $3,117,000)
Morningstar Investment Services LLC reduced Franklin Templeton Etf Tr 150,344 -> 82,460 shares ($3,937,000 -> $2,363,000)
Morningstar Investment Services LLC reduced General Dynamics Corp 12,987 -> 8,752 shares ($3,422,000 -> $2,386,000)
Morningstar Investment Services LLC opened a $2,290,000 position in Ishares Tr (97,252 shares)
Morningstar Investment Services LLC reduced GSK Plc 121,525 -> 55,546 shares ($4,110,000 -> $2,152,000)
Morningstar Investment Services LLC reduced Huntington Ingalls Inds Inc 12,429 -> 5,862 shares ($2,349,000 -> $1,196,000)
Morningstar Investment Services LLC reduced Ebay Inc. 77,781 -> 37,724 shares ($4,819,000 -> $2,555,000)
Morningstar Investment Services LLC reduced Ecolab Inc 12,845 -> 5,174 shares ($3,010,000 -> $1,312,000)
Morningstar Investment Services LLC reduced AIR Prods & Chems Inc 32,444 -> 13,422 shares ($9,410,000 -> $3,959,000)
Morningstar Investment Services LLC reduced Alphabet Inc 48,764 -> 26,175 shares ($9,287,000 -> $4,089,000)
Morningstar Investment Services LLC reduced Alphabet Inc 86,886 -> 34,683 shares ($16,448,000 -> $5,363,000)
Morningstar Investment Services LLC reduced Adobe Systems Incorporated 16,962 -> 7,066 shares ($7,543,000 -> $2,710,000)
Morningstar Investment Services LLC reduced American Tower Corp New 20,970 -> 9,708 shares ($3,846,000 -> $2,112,000)
Morningstar Investment Services LLC reduced Cencora Inc 31,616 -> 12,787 shares ($7,103,000 -> $3,556,000)
Morningstar Investment Services LLC reduced Amgen Inc 11,448 -> 5,091 shares ($2,984,000 -> $1,586,000)
Morningstar Investment Services LLC reduced Analog Devices Inc 20,371 -> 10,599 shares ($4,328,000 -> $2,138,000)
Morningstar Investment Services LLC reduced Elevance Health Inc 29,745 -> 13,982 shares ($10,973,000 -> $6,082,000)
Morningstar Investment Services LLC reduced Applied Matls Inc 25,818 -> 16,600 shares ($4,199,000 -> $2,409,000)
Morningstar Investment Services LLC reduced Autodesk Inc 22,731 -> 9,122 shares ($6,719,000 -> $2,388,000)
Morningstar Investment Services LLC reduced Bank America Corp 62,305 -> 32,012 shares ($2,738,000 -> $1,336,000)
Morningstar Investment Services LLC reduced Vanguard Mun Bd Fds 145,666 -> 78,929 shares ($7,302,000 -> $3,916,000)