Sandy Cove Advisors, LLC / DWD
Sandy Cove Advisors, LLC’s Morgan Stanley Position
Does Sandy Cove Advisors, LLC own Morgan Stanley (DWD)? Yes — 35.0K shares worth $7M (+1.83% of its 13F portfolio) as of Q2 2026, up from 34.8K shares the prior filed quarter.
Position Value
$7M
Q2 2026
Shares
35.0K
% of Portfolio
+1.83%
Quarters Held
19
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 35.0K | $7M | +1.83% |
| Q1 2026 | 34.8K | $6M | +1.71% |
| Q4 2025 | 34.8K | $6M | +1.83% |
| Q3 2025 | 36.1K | $6M | +1.83% |
| Q2 2025 | 36.0K | $5M | +1.83% |
| Q1 2025 | 36.0K | $4M | +1.69% |
| Q4 2024 | 36.0K | $5M | +1.78% |
| Q3 2024 | 35.8K | $4M | +1.52% |
| Q2 2024 | 35.7K | $3M | +1.55% |
| Q1 2024 | 35.5K | $3M | +1.54% |
| Q4 2023 | 53.6K | $5M | +2.56% |
| Q3 2023 | 56.8K | $5M | +2.68% |
| Q2 2023 | 56.7K | $5M | +2.76% |
| Q1 2023 | 62.7K | $6M | +3.99% |
| Q4 2022 | 62.7K | $5M | +4.30% |
| Q3 2022 | 62.7K | $5M | +4.46% |
| Q2 2022 | 62.7K | $5M | +4.33% |
| Q1 2022 | 3.9K | $342,000 | +0.28% |
| Q4 2021 | 2.2K | $212,000 | +0.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sandy Cove Advisors, LLC’s full portfolio or all institutional holders of DWD.