SEC 13F Intelligence

Alley Investment Management Company, LLC / DWD

Alley Investment Management Company, LLC’s Morgan Stanley Position

Does Alley Investment Management Company, LLC own Morgan Stanley (DWD)? Yes — 67.8K shares worth $11M (+1.36% of its 13F portfolio) as of Q1 2026, down from 68.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
67.8K
% of Portfolio
+1.36%
Quarters Held
15
currently held

Position History DWD

Reported value by quarter
Q1 ’22: $202,000Q1 ’22Q4 ’22: $3,064Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $7MQ1 ’25Q2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $12MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.8K$11M+1.36%
Q4 202568.5K$12M+1.42%
Q3 202570.0K$11M+1.29%
Q2 202569.1K$10M+1.18%
Q1 202562.5K$7M+0.91%
Q4 202435.7K$4M+0.57%
Q3 202436.0K$4M+0.48%
Q2 202436.0K$4M+0.48%
Q1 202436.0K$3M+0.47%
Q4 202336.0K$3M+0.49%
Q3 202336.0K$3M+0.50%
Q2 202336.0K$3M+0.50%
Q1 202336.0K$3M+0.53%
Q4 202236.0K$3,064+0.53%
Q1 20222.3K$202,000+0.03%

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