SEC 13F Intelligence

Mattson Financial Services, LLC / DWD

Mattson Financial Services, LLC’s Morgan Stanley Position

Does Mattson Financial Services, LLC own Morgan Stanley (DWD)? Yes — 29.2K shares worth $5M (+1.15% of its 13F portfolio) as of Q1 2026, down from 29.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
29.2K
% of Portfolio
+1.15%
Quarters Held
6
currently held

Position History DWD

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.2K$5M+1.15%
Q4 202529.2K$5M+1.21%
Q3 202531.4K$5M+1.19%
Q2 202531.4K$4M+1.19%
Q1 202531.7K$4M+1.11%
Q3 202433.9K$3M+1.18%

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