Blue Chip Partners, LLC’s Morgan Stanley Position
Does Blue Chip Partners, LLC own Morgan Stanley (DWD)? Yes — 97.5K shares worth $16M (+1.15% of its 13F portfolio) as of Q1 2026, down from 102.8K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
97.5K
% of Portfolio
+1.15%
Quarters Held
26
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 97.5K | $16M | +1.15% |
| Q4 2025 | 102.8K | $18M | +1.32% |
| Q3 2025 | 263.0K | $42M | +3.13% |
| Q2 2025 | 268.9K | $38M | +3.09% |
| Q1 2025 | 277.2K | $32M | +2.79% |
| Q4 2024 | 279.1K | $35M | +3.02% |
| Q3 2024 | 285.6K | $30M | +2.59% |
| Q2 2024 | 285.3K | $28M | +2.56% |
| Q1 2024 | 277.0K | $26M | +2.53% |
| Q4 2023 | 272.5K | $25M | +2.65% |
| Q3 2023 | 267.6K | $22M | +2.60% |
| Q2 2023 | 265.2K | $23M | +2.57% |
| Q1 2023 | 263.9K | $23M | +2.75% |
| Q4 2022 | 263.6K | $22M | +2.79% |
| Q3 2022 | 263.3K | $21M | +2.85% |
| Q2 2022 | 256.7K | $20M | +2.49% |
| Q1 2022 | 249.7K | $22M | +2.71% |
| Q4 2021 | 244.9K | $24M | +3.02% |
| Q3 2021 | 240.9K | $23M | +3.29% |
| Q2 2021 | 238.3K | $22M | +3.12% |
| Q1 2021 | 236.8K | $18M | +2.82% |
| Q4 2020 | 233.9K | $16M | +2.51% |
| Q3 2020 | 16.9K | $818,000 | +0.15% |
| Q2 2020 | 20.9K | $1M | +0.20% |
| Q1 2020 | 23.0K | $783,000 | +0.19% |
| Q4 2019 | 3.5K | $181,000 | +0.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Chip Partners, LLC’s full portfolio or all institutional holders of DWD.