SEC 13F Intelligence

Sculati Wealth Management, LLC / DWD

Sculati Wealth Management, LLC’s Morgan Stanley Position

Does Sculati Wealth Management, LLC own Morgan Stanley (DWD)? Yes — 30.8K shares worth $5M (+1.87% of its 13F portfolio) as of Q1 2026, down from 31.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
30.8K
% of Portfolio
+1.87%
Quarters Held
26
currently held

Position History DWD

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3,177Q4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.8K$5M+1.87%
Q4 202531.1K$6M+1.95%
Q3 202531.0K$5M+1.74%
Q2 202531.2K$4M+1.65%
Q1 202531.7K$4M+1.50%
Q4 202433.8K$4M+1.41%
Q3 202435.0K$3M+1.42%
Q2 202434.4K$3M+1.43%
Q1 202435.0K$3M+1.42%
Q4 202336.4K$3M+1.58%
Q3 202336.5K$3M+1.52%
Q2 202336.6K$3M+1.57%
Q1 202337.0K$3M+1.72%
Q4 202237.4K$3,177+1.78%
Q3 202239.0K$3M+1.82%
Q2 202236.6K$3M+1.59%
Q1 202236.5K$3M+1.56%
Q4 202136.2K$4M+1.72%
Q3 202135.8K$3M+1.85%
Q2 202136.4K$3M+1.77%
Q1 202136.5K$3M+1.63%
Q4 202036.6K$3M+1.65%
Q3 202036.4K$2M+1.32%
Q2 202034.5K$2M+1.40%
Q1 202034.3K$1M+1.28%
Q4 201932.1K$2M+1.47%

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