Oppenheimer Asset Management Inc. / DWD
Oppenheimer Asset Management Inc.’s Morgan Stanley Position
Does Oppenheimer Asset Management Inc. own Morgan Stanley (DWD)? Yes — 305.7K shares worth $50M (+0.57% of its 13F portfolio) as of Q1 2026, up from 301.5K shares the prior filed quarter.
Position Value
$50M
Q1 2026
Shares
305.7K
% of Portfolio
+0.57%
Quarters Held
30
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 305.7K | $50M | +0.57% |
| Q4 2025 | 301.5K | $54M | +0.66% |
| Q3 2025 | 288.6K | $46M | +0.50% |
| Q2 2025 | 292.6K | $41M | +0.47% |
| Q1 2025 | 293.9K | $34M | +0.43% |
| Q4 2024 | 306.1K | $38M | +0.47% |
| Q3 2024 | 353.3K | $37M | +0.44% |
| Q2 2024 | 352.5K | $34M | +0.44% |
| Q1 2024 | 300.1K | $28M | +0.41% |
| Q4 2023 | 340.3K | $32M | +0.44% |
| Q3 2023 | 355.5K | $29M | +0.45% |
| Q2 2023 | 360.5K | $31M | +0.45% |
| Q1 2023 | 344.1K | $30M | +0.47% |
| Q4 2022 | 343.4K | $29M | +0.47% |
| Q3 2022 | 352.5K | $28M | +0.49% |
| Q2 2022 | 403.7K | $31M | +0.51% |
| Q1 2022 | 462.0K | $40M | +0.57% |
| Q4 2021 | 442.4K | $43M | +0.58% |
| Q3 2021 | 484.2K | $47M | +0.67% |
| Q2 2021 | 516.3K | $47M | +0.67% |
| Q1 2021 | 589.7K | $46M | +0.71% |
| Q4 2020 | 631.9K | $43M | +0.72% |
| Q3 2020 | 507.4K | $25M | +0.48% |
| Q2 2020 | 516.3K | $25M | +0.51% |
| Q1 2020 | 220.3K | $7M | +0.18% |
| Q4 2019 | 147.3K | $8M | +0.16% |
| Q3 2019 | 144.0K | $6M | +0.14% |
| Q2 2019 | 152.1K | $7M | +0.15% |
| Q1 2019 | 159.5K | $7M | +0.15% |
| Q4 2018 | 147.2K | $6M | +0.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oppenheimer Asset Management Inc.’s full portfolio or all institutional holders of DWD.