SEC 13F Intelligence

Scholtz & Company, LLC / DWD

Scholtz & Company, LLC’s Morgan Stanley Position

Does Scholtz & Company, LLC own Morgan Stanley (DWD)? Yes — 32.4K shares worth $5M (+2.73% of its 13F portfolio) as of Q1 2026, up from 32.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
32.4K
% of Portfolio
+2.73%
Quarters Held
6
currently held

Position History DWD

Reported value by quarter
Q1 ’23: $1,909Q1 ’23Q1 ’25: $713,437Q1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.4K$5M+2.73%
Q4 202532.2K$6M+2.48%
Q3 202532.1K$5M+2.24%
Q2 202534.0K$5M+2.10%
Q1 20256.1K$713,437+0.35%
Q1 202321.7K$1,909+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Scholtz & Company, LLC’s full portfolio or all institutional holders of DWD.