Constant Guidance Financial LLC / DWD
Constant Guidance Financial LLC’s Morgan Stanley Position
Does Constant Guidance Financial LLC own Morgan Stanley (DWD)? Not currently — the last reported position was 9.8K shares worth $1M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$1M
Q2 2025
Shares
9.8K
% of Portfolio
+1.38%
Quarters Held
1
position exited
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 9.8K | $1M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Constant Guidance Financial LLC’s full portfolio or all institutional holders of DWD.