Foundations Investment Advisors, LLC / DWD
Foundations Investment Advisors, LLC’s Morgan Stanley Position
Does Foundations Investment Advisors, LLC own Morgan Stanley (DWD)? Yes — 349.8K shares worth $58M (+0.71% of its 13F portfolio) as of Q1 2026, up from 317.2K shares the prior filed quarter.
Position Value
$58M
Q1 2026
Shares
349.8K
% of Portfolio
+0.71%
Quarters Held
22
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 349.8K | $58M | +0.71% |
| Q4 2025 | 317.2K | $56M | +0.74% |
| Q3 2025 | 286.6K | $46M | +0.66% |
| Q2 2025 | 264.9K | $37M | +0.59% |
| Q1 2025 | 230.3K | $27M | +0.50% |
| Q4 2024 | 71.9K | $9M | +0.17% |
| Q3 2024 | 61.4K | $6M | +0.13% |
| Q2 2024 | 52.8K | $5M | +0.12% |
| Q1 2024 | 56.6K | $5M | +0.14% |
| Q4 2023 | 59.4K | $5M | +0.14% |
| Q3 2023 | 58.4K | $5M | +0.15% |
| Q2 2023 | 54.9K | $5M | +0.16% |
| Q1 2023 | 44.0K | $4M | +0.14% |
| Q4 2022 | 37.5K | $3M | +0.13% |
| Q3 2022 | 16.4K | $1M | +0.06% |
| Q2 2022 | 11.7K | $885,000 | +0.04% |
| Q1 2022 | 3.5K | $297,000 | +0.01% |
| Q4 2021 | 3.4K | $349,000 | +0.01% |
| Q3 2021 | 3.4K | $336,000 | +0.01% |
| Q2 2021 | 5.3K | $474,000 | +0.02% |
| Q1 2021 | 3.2K | $254,000 | +0.01% |
| Q4 2020 | 3.1K | $237,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of DWD.