Position in DNOW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,152,157
+$1,161,229 QoQ
Shares Held
1,785,055
-3.3% QoQ
Ownership
0.987%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DNOW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $5,209,607,210 across 20 Industrial Distribution names. DNOW ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
86,495,549 | $1,494,643,082 | |
| 2 | FAST |
Fastenal Co
|
20,855,726 | $1,001,700,510 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
569,489 | $774,732,829 | |
| 4 | WSO |
Watsco Inc
|
902,995 | $376,059,646 | |
| 5 | POOL |
Pool Corp
|
1,736,495 | $373,172,767 | |
| 6 | CNM |
Core & Main, Inc.
|
6,040,241 | $291,441,621 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,169,706 | $277,606,318 | |
| 8 | WCC |
Wesco International Inc
|
634,473 | $219,166,001 |
All Filings in DNOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,152,157 | 1,785,055 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,990,928 | 1,846,426 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,441,956 | 1,920,148 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $14,718,533 | 965,150 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,557,794 | 1,251,369 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,048,600 | 1,466,546 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,915,739 | 1,300,211 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $16,084,720 | 1,243,985 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $14,430,979 | 1,051,055 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $22,391,405 | 1,473,119 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $16,198,473 | 1,430,961 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,601,009 | 808,847 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,046,129 | 776,654 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,577,922 | 1,038,379 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,334,944 | 971,256 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,740,306 | 1,168,190 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,043,450 | 1,435,936 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,853,951 | 1,165,363 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,984,273 | 1,169,119 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,435,650 | 971,981 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,774,051 | 924,558 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,421,981 | 339,146 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,288,379 | 1,015,095 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,559,134 | 343,422 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,945,874 | 341,353 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,601,856 | 310,438 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||