DWTX β€” DOGWOOD THERAPEUTICS INC

Ownership history in MORGAN STANLEY  Β·  5 quarters on record

This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in DOGWOOD THERAPEUTICS INC (DWTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MORGAN STANLEY Γ— DWTX AI Analytics

πŸ“ˆ MORGAN STANLEY outperformed the S&P 500 by +94.6% annually on this DWTX position. Timing score: 100% (3/3 decisions correct). Average cost basis: $4.69. Maximum drawdown during holding period: –46.0%.

πŸ“ˆ Position Alpha vs SPY
+94.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 94.6% per year on this position.
4 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$4.69
-11.3% vs current ($4.16)

Best entry: $2.49 (2024 Q4)  Β·  Worst: $4.77 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–46.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DWTX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 477 -123 -20.5% 0.00% $2K $4.16
2025 Q3 REDUCED 600 -16,850 -96.6% 0.00% $5K $7.70
2025 Q2 ADDED 17,450 +16,850 +2808.3% 0.00% $83K $4.77
2025 Q1 UNCHANGED 600 β€” 0% 0.00% $3K $5.01
2024 Q4 INITIATED 600 β€” β€” 0.00% $1K $2.49
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