SEC 13F Intelligence

Clark Capital Management Group, Inc. / DWD

Clark Capital Management Group, Inc.’s Morgan Stanley Position

Does Clark Capital Management Group, Inc. own Morgan Stanley (DWD)? Yes — 992.7K shares worth $163M (+1.01% of its 13F portfolio) as of Q1 2026, down from 1.07M shares the prior filed quarter.

Position Value
$163M
Q1 2026
Shares
992.7K
% of Portfolio
+1.01%
Quarters Held
30
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $18MQ2 ’19: $20MQ3 ’19: $29MQ4 ’19: $35MQ4 ’19Q1 ’20: $17MQ2 ’20: $66MQ3 ’20: $65MQ4 ’20: $86MQ4 ’20Q1 ’21: $90MQ2 ’21: $90MQ3 ’21: $89MQ4 ’21: $73MQ4 ’21Q1 ’22: $75MQ2 ’22: $28MQ3 ’22: $30MQ4 ’22: $34MQ4 ’22Q1 ’23: $43MQ2 ’23: $43MQ3 ’23: $47MQ4 ’23: $69MQ4 ’23Q1 ’24: $42MQ2 ’24: $80MQ3 ’24: $87MQ4 ’24: $118MQ4 ’24Q1 ’25: $112MQ2 ’25: $123MQ3 ’25: $155MQ4 ’25: $190MQ4 ’25Q1 ’26: $163Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026992.7K$163M+1.01%
Q4 20251.07M$190M+1.17%
Q3 2025973.6K$155M+0.97%
Q2 2025875.3K$123M+0.86%
Q1 2025957.8K$112M+0.80%
Q4 2024934.9K$118M+0.82%
Q3 2024835.4K$87M+0.60%
Q2 2024819.9K$80M+0.59%
Q1 2024441.5K$42M+0.31%
Q4 2023740.9K$69M+0.57%
Q3 2023579.5K$47M+0.47%
Q2 2023497.7K$43M+0.38%
Q1 2023484.6K$43M+0.48%
Q4 2022396.6K$34M+0.31%
Q3 2022383.8K$30M+0.40%
Q2 2022372.0K$28M+0.37%
Q1 2022857.0K$75M+0.84%
Q4 2021740.3K$73M+0.89%
Q3 2021915.4K$89M+1.22%
Q2 2021986.7K$90M+1.27%
Q1 20211.16M$90M+1.37%
Q4 20201.26M$86M+1.43%
Q3 20201.33M$65M+1.22%
Q2 20201.36M$66M+1.23%
Q1 2020488.2K$17M+0.42%
Q4 2019691.8K$35M+0.74%
Q3 2019682.3K$29M+0.66%
Q2 2019456.2K$20M+0.42%
Q1 2019438.1K$18M+0.44%
Q4 2018946.3K$38M+1.01%

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