49 Ron Baron Morningstar Trades
Ron Baron's position in Morningstar is currently worth $138M. That's 0.41% of their equity portfolio (45th largest holding). The investor owns 1.95% of the outstanding Morningstar stock. The first Morningstar trade was made in Q1 2013. Since then Ron Baron bought shares six more times and sold shares on 42 occasions. The stake costed the investor $70.4M, netting the investor a gain of 96% so far.
Avg closing price
Price range
Sold 38.8% shares (-482k shares)
Q1 2026
Avg closing price
$190.06
Price range
$154.01
-
$220.00
Sold 12.2% shares (-173k shares)
Q4 2025
Avg closing price
$216.53
Price range
$207.40
-
$228.23
Increased shares by 9.2% (+119k shares)
Q3 2025
Avg closing price
$267.17
Price range
$231.72
-
$311.89
Sold 0.3% shares (-4.18k shares)
Q2 2025
Avg closing price
$296.00
Price range
$255.31
-
$313.93
Sold 0.4% shares (-5.65k shares)
Q1 2025
Avg closing price
$315.36
Price range
$282.49
-
$334.73
Sold 0.0% shares (-433 shares)
Q4 2024
Avg closing price
$341.58
Price range
$312.85
-
$358.78
Sold 0.1% shares (-1.35k shares)
Q3 2024
Avg closing price
$310.65
Price range
$295.85
-
$326.31
Sold 0.1% shares (-1.73k shares)
Q2 2024
Avg closing price
$295.99
Price range
$282.65
-
$315.06
Sold 1.0% shares (-13.8k shares)
Q1 2024
Avg closing price
$288.05
Price range
$272.04
-
$310.74
Sold 0.3% shares (-4.16k shares)
Q4 2023
Avg closing price
$260.56
Price range
$220.07
-
$288.88
Increased shares by 8.0% (+98.2k shares)
Q3 2023
Avg closing price
$225.76
Price range
$194.00
-
$255.43
Increased shares by 8.9% (+99.9k shares)
Q2 2023
Avg closing price
$198.02
Price range
$172.03
-
$209.11
Sold 0.4% shares (-5k shares)
Q1 2023
Avg closing price
$219.87
Price range
$181.22
-
$256.64
Sold 1.5% shares (-16.9k shares)
Q4 2022
Avg closing price
$227.96
Price range
$209.09
-
$249.98
Sold 0.4% shares (-5k shares)
Q3 2022
Avg closing price
$237.81
Price range
$209.97
-
$260.00
Sold 0.9% shares (-10k shares)
Q2 2022
Avg closing price
$252.01
Price range
$223.60
-
$291.12
Sold 3.6% shares (-43.5k shares)
Q1 2022
Avg closing price
$282.62
Price range
$255.56
-
$336.03
Sold 0.0% shares (-499 shares)
Q4 2021
Avg closing price
$309.54
Price range
$255.01
-
$346.61
Sold 0.5% shares (-5.79k shares)
Q3 2021
Avg closing price
$262.72
Price range
$244.27
-
$281.46
Sold 6.5% shares (-84.4k shares)
Q2 2021
Avg closing price
$242.63
Price range
$231.00
-
$265.21
