J.p. Marvel Investment Advisors, LLC / DWD
J.p. Marvel Investment Advisors, LLC’s Morgan Stanley Position
Does J.p. Marvel Investment Advisors, LLC own Morgan Stanley (DWD)? Yes — 197.9K shares worth $33M (+4.62% of its 13F portfolio) as of Q1 2026, down from 198.2K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
197.9K
% of Portfolio
+4.62%
Quarters Held
22
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 197.9K | $33M | +4.62% |
| Q4 2025 | 198.2K | $35M | +4.89% |
| Q3 2025 | 198.2K | $31M | +4.58% |
| Q2 2025 | 197.6K | $28M | +4.48% |
| Q1 2025 | 198.3K | $23M | +4.00% |
| Q4 2024 | 198.7K | $25M | +4.12% |
| Q3 2024 | 199.9K | $21M | +3.40% |
| Q2 2024 | 200.5K | $19M | +3.20% |
| Q1 2024 | 200.5K | $19M | +3.27% |
| Q4 2023 | 200.7K | $19M | +3.71% |
| Q3 2023 | 204.5K | $17M | +3.60% |
| Q2 2023 | 204.5K | $17M | +3.64% |
| Q1 2023 | 206.9K | $18M | +4.10% |
| Q4 2022 | 207.1K | $18M | +4.13% |
| Q3 2022 | 207.4K | $16M | +4.17% |
| Q2 2022 | 208.3K | $16M | +3.81% |
| Q1 2022 | 209.1K | $18M | +3.72% |
| Q4 2021 | 210.9K | $21M | +4.05% |
| Q3 2021 | 211.4K | $21M | +6.19% |
| Q3 2019 | 204.7K | $9M | +2.80% |
| Q1 2019 | 206.0K | $9M | +2.82% |
| Q4 2018 | 206.2K | $8M | +2.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J.p. Marvel Investment Advisors, LLC’s full portfolio or all institutional holders of DWD.