BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Position in MS — Morgan Stanley

CIK 1121477 CLEVELAND, OH

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$327,356

+$58,614 QoQ

Shares Held

1,566

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,070

of 2,723 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $5,540,147 across 4 Capital Markets names. MS ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,770	$3,812,864
2	SCHW	Schwab Charles Corp	15,028	$1,386,633
3	MS	Morgan Stanley This page	1,566	$327,356
4	LAZ	Lazard, Inc.	317	$13,294

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,356	1,566	-4.1%	Shares	Sole	2026-08-07
2026-03-31	$268,742	1,633	-25.9%	Shares	Sole	2026-04-27
2025-12-31	$391,098	2,203	+4.2%	Shares	Sole	2026-02-04
2025-09-30	$336,041	2,114	-2.5%	Shares	Sole	2025-11-05
2025-06-30	$305,384	2,168	+4.2%	Shares	Sole	2025-08-01
2025-03-31	$242,673	2,080	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$261,874	2,083	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$217,861	2,090	-0.8%	Shares	Sole	2024-10-22
2024-06-30	$204,682	2,106	0.0%	Shares	Sole	2024-08-14
2024-03-31	$198,300	2,106	+0.0%	Shares	Sole	2024-04-29
2023-12-31	$196,291	2,105	-1.0%	Shares	Sole	2024-02-02
2023-09-30	$173,630	2,126	-0.2%	Shares	Sole	2023-10-23
2023-06-30	$181,902	2,130	+0.4%	Shares	Sole	2023-07-27
2023-03-31	$186,311	2,122	+0.7%	Shares	Sole	2023-04-19
2022-12-31	$179,137	2,107	-34.9%	Shares	Sole	2023-01-18
2021-12-31	$317,940	3,239	-0.2%	Shares	Sole	2022-01-26
2021-09-30	$315,965	3,247	-0.2%	Shares	Sole	2021-10-21
2021-06-30	$298,359	3,254	+1.9%	Shares	Sole	2021-07-19
2021-03-31	$248,046	3,194	-2.9%	Shares	Sole	2021-04-27
2020-12-31	$225,463	3,290	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.