Xcel Wealth Management, LLC / DWD
Xcel Wealth Management, LLC’s Morgan Stanley Position
Does Xcel Wealth Management, LLC own Morgan Stanley (DWD)? Yes — 44.7K shares worth $7M (+2.04% of its 13F portfolio) as of Q1 2026, down from 49.1K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
44.7K
% of Portfolio
+2.04%
Quarters Held
27
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 44.7K | $7M | +2.04% |
| Q4 2025 | 49.1K | $9M | +2.22% |
| Q3 2025 | 49.1K | $8M | +2.03% |
| Q2 2025 | 49.6K | $7M | +1.99% |
| Q1 2025 | 50.0K | $6M | +1.82% |
| Q4 2024 | 53.0K | $7M | +1.85% |
| Q3 2024 | 58.1K | $6M | +1.77% |
| Q2 2024 | 58.3K | $6M | +1.77% |
| Q1 2024 | 58.9K | $6M | +1.74% |
| Q4 2023 | 60.6K | $6M | +1.98% |
| Q3 2023 | 44.6K | $4M | +1.44% |
| Q2 2023 | 35.2K | $3M | +0.95% |
| Q1 2023 | 34.2K | $3M | +1.06% |
| Q4 2022 | 37.0K | $3M | +1.24% |
| Q3 2022 | 45.3K | $4M | +1.33% |
| Q2 2022 | 40.1K | $3M | +1.11% |
| Q1 2022 | 38.1K | $3M | +0.91% |
| Q4 2021 | 35.6K | $3M | +0.90% |
| Q3 2021 | 25.1K | $2M | +0.71% |
| Q2 2021 | 15.5K | $1M | +0.43% |
| Q1 2021 | 15.6K | $1M | +0.43% |
| Q4 2020 | 15.6K | $1M | +0.46% |
| Q3 2020 | 15.9K | $768,000 | +0.39% |
| Q2 2020 | 15.9K | $767,000 | +0.48% |
| Q1 2020 | 14.0K | $477,000 | +0.43% |
| Q4 2019 | 22.0K | $1M | +0.94% |
| Q3 2019 | 22.0K | $940,000 | +0.87% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Xcel Wealth Management, LLC’s full portfolio or all institutional holders of DWD.