SEC 13F Intelligence

Stance Capital LLC / DWD

Stance Capital LLC’s Morgan Stanley Position

Does Stance Capital LLC own Morgan Stanley (DWD)? Not currently — the last reported position was 22.8K shares worth $3M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2025
Shares
22.8K
% of Portfolio
+1.97%
Quarters Held
1
position exited

Position History DWD

Reported value by quarter
Q1 ’25: $3MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202522.8K$3M+1.97%

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