MS — Mrgn. Stan. Dean Wit. COM

Ownership history in PARADIGM ASSET MANAGEMENT CO LLC  ·  69 quarters on record

AI Ownership Summary

PARADIGM ASSET MANAGEMENT CO LLC reported Mrgn. Stan. Dean Wit. COM (MS) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.8% in 2025 Q4. The latest visible filing shows MS at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARADIGM ASSET MANAGEMENT CO LLC's position in Mrgn. Stan. Dean Wit. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MS was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MS stock page PARADIGM ASSET MANAGEMENT CO LLC fund profile PARADIGM ASSET MANAGEMENT CO LLC full holdings
How PARADIGM ASSET MANAGEMENT CO LLC held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19,500 -1,200 -5.8% 0.80% $3.5M 2026-02-14 (Est.) $171.15
2025 Q3 UNCHANGED 20,700 — 0% 0.76% $3.3M 2025-11-12 $168.99
2025 Q2 REDUCED 20,700 -2,500 -10.8% 0.72% $2.9M 2025-08-06 $139.68
2025 Q1 UNCHANGED 23,200 — 0% 0.72% $2.7M 2025-05-06 $116.16
2024 Q4 REDUCED 23,200 -2,200 -8.7% 0.80% $2.9M 2025-02-03 $133.58
2024 Q3 UNCHANGED 25,400 — 0% 0.69% $2.6M 2024-11-05 $113.97
2024 Q2 ADDED 25,400 +10,500 +70.5% 0.69% $2.5M 2024-08-12 $91.03
2024 Q1 REDUCED 14,900 -600 -3.9% 0.36% $1.4M 2024-05-13 $93.76
2023 Q4 REDUCED 15,500 -400 -2.5% 0.38% $1.4M 2024-02-12 $81.88
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MS

As of 2026 Q1 — sorted by position size

Focused Investors LLC 3Y 7Y 6.57% NIGHTVIEW CAPITAL, LLC 3Y 7Y 6.17% Hamlin Capital Management, LLC 3Y 7Y 5.12% Baugh & Associates, LLC 3Y 7Y 4.48% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.97% ABNER HERRMAN & BROCK LLC 3Y 7Y 2.87% Pinnacle Wealth Management Group, Inc. 3Y 2.44% MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 2.3% Rydar Equities, Inc. 2.2% Telos Capital Management, Inc. 3Y 7Y 2.06%

FAQ About PARADIGM ASSET MANAGEMENT CO LLC and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARADIGM ASSET MANAGEMENT CO LLC reported owning MS?

PARADIGM ASSET MANAGEMENT CO LLC reported MS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MS position in PARADIGM ASSET MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for MS was 0.80% in 2025 Q4.

What is the latest reported MS position on this page?

The most recent filing on this page is 2025 Q4, when PARADIGM ASSET MANAGEMENT CO LLC reported 19,500 shares, equal to 0.80% of portfolio, with an estimated market value of $3.5M.

What does the chart on this MS ownership page compare?

The chart compares PARADIGM ASSET MANAGEMENT CO LLC's quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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