13F Insight
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DOSSIER · 13F-HR · Q3 2026

Keudell/Morrison Wealth Management

$562M in tracked AUM across 257 positions as of Q3 2026.

KW
CIK 0001785498 · last filed Sep 30, 2026
Total AUM
$562M
as of Q3 2026
Holdings
257
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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Filing history

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