SEC 13F Intelligence

Lgt Capital Partners Ltd. / DWD

Lgt Capital Partners Ltd.’s Morgan Stanley Position

Does Lgt Capital Partners Ltd. own Morgan Stanley (DWD)? Yes136.2K shares worth $22M (+1.19% of its 13F portfolio) as of Q1 2026, down from 212.0K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
136.2K
% of Portfolio
+1.19%
Quarters Held
30
currently held

Position History DWD

Reported value by quarter
Q4 ’18: $39MQ4 ’18Q1 ’19: $46MQ2 ’19: $30MQ3 ’19: $28MQ4 ’19: $30MQ4 ’19Q1 ’20: $22MQ2 ’20: $38MQ3 ’20: $40MQ4 ’20: $56MQ4 ’20Q1 ’21: $48MQ2 ’21: $38MQ3 ’21: $21MQ4 ’21: $22MQ4 ’21Q1 ’22: $20MQ2 ’22: $20MQ3 ’22: $19MQ4 ’22: $20MQ4 ’22Q1 ’23: $19MQ2 ’23: $20MQ3 ’23: $19MQ4 ’23: $20MQ4 ’23Q1 ’24: $52MQ2 ’24: $59MQ3 ’24: $69MQ4 ’24: $64MQ4 ’24Q1 ’25: $48MQ2 ’25: $46MQ3 ’25: $37MQ4 ’25: $38MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.2K$22M+1.19%
Q4 2025212.0K$38M+1.87%
Q3 2025232.9K$37M+1.80%
Q2 2025327.0K$46M+2.04%
Q1 2025409.1K$48M+2.12%
Q4 2024505.8K$64M+2.42%
Q3 2024663.5K$69M+2.41%
Q2 2024604.1K$59M+2.00%
Q1 2024550.6K$52M+1.62%
Q4 2023216.6K$20M+0.60%
Q3 2023231.3K$19M+0.68%
Q2 2023234.8K$20M+0.69%
Q1 2023216.9K$19M+0.53%
Q4 2022229.8K$20M+0.57%
Q3 2022243.6K$19M+0.59%
Q2 2022259.1K$20M+0.60%
Q1 2022230.6K$20M+0.57%
Q4 2021227.1K$22M+0.59%
Q3 2021220.2K$21M+0.65%
Q2 2021409.8K$38M+1.06%
Q1 2021624.3K$48M+1.59%
Q4 2020810.5K$56M+1.92%
Q3 2020833.6K$40M+1.69%
Q2 2020784.7K$38M+1.88%
Q1 2020648.2K$22M+1.42%
Q4 2019584.3K$30M+1.77%
Q3 2019647.0K$28M+1.82%
Q2 2019689.2K$30M+2.22%
Q1 20191.08M$46M+3.37%
Q4 2018982.8K$39M+3.23%

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