SEC 13F Intelligence

Ferguson Wellman Capital Management, Inc / DWD

Ferguson Wellman Capital Management, Inc’s Morgan Stanley Position

Does Ferguson Wellman Capital Management, Inc own Morgan Stanley (DWD)? Yes — 324.8K shares worth $53M (+0.73% of its 13F portfolio) as of Q1 2026, up from 322.3K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
324.8K
% of Portfolio
+0.73%
Quarters Held
30
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $8MQ2 ’20: $41MQ3 ’20: $43MQ4 ’20: $63MQ4 ’20Q1 ’21: $40MQ2 ’21: $47MQ3 ’21: $50MQ4 ’21: $53MQ4 ’21Q1 ’22: $46MQ2 ’22: $40MQ3 ’22: $42MQ4 ’22: $77,846Q4 ’22Q1 ’23: $63MQ2 ’23: $61MQ3 ’23: $57MQ4 ’23: $35MQ4 ’23Q1 ’24: $34MQ2 ’24: $35MQ3 ’24: $37MQ4 ’24: $44MQ4 ’24Q1 ’25: $41MQ2 ’25: $49MQ3 ’25: $56MQ4 ’25: $57MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026324.8K$53M+0.73%
Q4 2025322.3K$57M+0.92%
Q3 2025349.7K$56M+0.90%
Q2 2025349.8K$49M+0.87%
Q1 2025349.0K$41M+0.79%
Q4 2024348.0K$44M+0.83%
Q3 2024359.7K$37M+0.73%
Q2 2024364.1K$35M+0.72%
Q1 2024364.5K$34M+0.70%
Q4 2023376.1K$35M+0.79%
Q3 2023701.3K$57M+1.40%
Q2 2023714.0K$61M+1.43%
Q1 2023716.5K$63M+1.58%
Q4 2022915.6K$77,846+2.03%
Q3 2022532.2K$42M+1.64%
Q2 2022526.5K$40M+1.48%
Q1 2022526.8K$46M+1.45%
Q4 2021535.1K$53M+1.53%
Q3 2021517.0K$50M+1.62%
Q2 2021514.3K$47M+1.54%
Q1 2021513.8K$40M+1.39%
Q4 2020917.9K$63M+1.54%
Q3 2020893.4K$43M+1.19%
Q2 2020852.8K$41M+1.26%
Q1 2020247.5K$8M+0.32%
Q4 2019235.9K$12M+0.35%
Q3 2019237.2K$10M+0.32%
Q2 2019231.7K$10M+0.34%
Q1 2019198.6K$8M+0.29%
Q4 2018174.5K$7M+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ferguson Wellman Capital Management, Inc’s full portfolio or all institutional holders of DWD.