Todd Asset Management LLC / DWD
Todd Asset Management LLC’s Morgan Stanley Position
Does Todd Asset Management LLC own Morgan Stanley (DWD)? Yes — 375.0K shares worth $62M (+1.21% of its 13F portfolio) as of Q1 2026, down from 378.4K shares the prior filed quarter.
Position Value
$62M
Q1 2026
Shares
375.0K
% of Portfolio
+1.21%
Quarters Held
30
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 375.0K | $62M | +1.21% |
| Q4 2025 | 378.4K | $67M | +1.31% |
| Q3 2025 | 379.1K | $60M | +1.22% |
| Q2 2025 | 382.7K | $54M | +1.16% |
| Q1 2025 | 386.8K | $45M | +1.06% |
| Q4 2024 | 386.7K | $49M | +1.16% |
| Q3 2024 | 431.2K | $45M | +1.05% |
| Q2 2024 | 433.8K | $42M | +0.88% |
| Q1 2024 | 385.8K | $36M | +0.74% |
| Q4 2023 | 415.3K | $39M | +0.85% |
| Q3 2023 | 420.1K | $34M | +0.81% |
| Q2 2023 | 420.7K | $36M | +0.84% |
| Q1 2023 | 508.3K | $45M | +1.08% |
| Q4 2022 | 507.9K | $43M | +1.05% |
| Q3 2022 | 509.6K | $40M | +1.13% |
| Q2 2022 | 515.2K | $39M | +1.01% |
| Q1 2022 | 517.2K | $45M | +0.99% |
| Q4 2021 | 521.4K | $51M | +1.10% |
| Q3 2021 | 547.3K | $53M | +1.22% |
| Q2 2021 | 608.2K | $56M | +1.26% |
| Q1 2021 | 679.9K | $53M | +1.24% |
| Q4 2020 | 738.1K | $51M | +1.29% |
| Q3 2020 | 780.9K | $38M | +1.13% |
| Q2 2020 | 778.8K | $38M | +1.19% |
| Q1 2020 | 839.2K | $29M | +1.09% |
| Q4 2019 | 950.7K | $49M | +1.21% |
| Q3 2019 | 961.2K | $41M | +1.12% |
| Q2 2019 | 965.2K | $42M | +1.16% |
| Q1 2019 | 968.7K | $41M | +1.15% |
| Q4 2018 | 968.9K | $38M | +1.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Todd Asset Management LLC’s full portfolio or all institutional holders of DWD.