SEC 13F Intelligence

Donoghue Forlines LLC / DWD

Donoghue Forlines LLC’s Morgan Stanley Position

Does Donoghue Forlines LLC own Morgan Stanley (DWD)? Not currently — the last reported position was 22.7K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
22.7K
% of Portfolio
+1.25%
Quarters Held
5
position exited

Position History DWD

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202522.7K$4M+1.25%
Q3 20259.7K$2M+0.47%
Q2 202511.2K$2M+0.45%
Q1 202512.8K$1M+0.47%
Q4 202412.3K$2M+0.52%

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