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DOSSIER · 13F-HR · Q2 2026

Keudell/Morrison Wealth Management

$529M in tracked AUM across 260 positions as of Q2 2026.

KW
CIK 0001785498 · last filed Jun 30, 2026
Total AUM
$529M
as of Q2 2026
Holdings
260
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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