SEC 13F Intelligence

Townsend & Associates, Inc / DWD

Townsend & Associates, Inc’s Morgan Stanley Position

Does Townsend & Associates, Inc own Morgan Stanley (DWD)? Not currently — the last reported position was 23.6K shares worth $2M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2021
Shares
23.6K
% of Portfolio
+1.14%
Quarters Held
3
position exited

Position History DWD

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202123.6K$2M+1.14%
Q2 202123.6K$2M+1.28%
Q1 202123.1K$2M+1.17%

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