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American National Bank & Trust’s Morgan Stanley MS Stock Holding History

American National Bank & Trust’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$588K Sell
3,125
-225
-7% -$47.8K 0.05% 144
2026
Q2 		$700K Sell
3,350
-11
-0.3% -$2.18K 0.06% 136
2026
Q1 		$553K Sell
3,361
-35
-1% -$6.06K 0.05% 146
2025
Q4 		$603K Buy
3,396
+1,063
+46% +$177K 0.06% 142
2025
Q3 		$371K Sell
2,333
-907
-28% -$134K 0.04% 180
2025
Q2 		$456K Hold
3,240
– – 0.05% 175
2025
Q1 		$378K Buy
3,240
+433
+15% +$55.8K 0.04% 174
2024
Q4 		$353K Sell
2,807
-538
-16% -$66.3K 0.04% 175
2024
Q3 		$349K Sell
3,345
-43
-1% -$4.33K 0.04% 156
2024
Q2 		$329K Hold
3,388
– – 0.04% 163
2024
Q1 		$319K Sell
3,388
-83
-2% -$7.31K 0.04% 162
2023
Q4 		$324K Sell
3,471
-805
-19% -$64.4K 0.05% 141
2023
Q3 		$349K Sell
4,276
-1,407
-25% -$122K 0.06% 136
2023
Q2 		$485K Buy
5,683
+223
+4% +$19.1K 0.08% 113
2023
Q1 		$479K Buy
5,460
+878
+19% +$81.9K 0.09% 109
2022
Q4 		$390K Buy
4,582
+20
+0.4% +$1.71K 0.08% 113
2022
Q3 		$360K Buy
4,562
+989
+28% +$83.4K 0.09% 104
2022
Q2 		$272K Buy
3,573
+1,558
+77% +$128K 0.07% 103
2022
Q1 		$176K Buy
2,015
+173
+9% +$16.7K 0.03% 124
2021
Q4 		$181K Hold
1,842
– – 0.04% 127
2021
Q3 		$179K Hold
1,842
– – 0.04% 107
2021
Q2 		$169K Buy
1,842
+1,835
+26,214% +$157K 0.04% 117
2021
Q1 		$1K Buy
+7
New +$536 ﹤0.01% 265

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

American National Bank & Trust's MS Position: Q3 2026 in Review

American National Bank & Trust reduced its Morgan Stanley (MS) stake by 6.7% in Q3 2026, selling an estimated $47.8K and leaving 3,125 shares worth $588K. The position accounts for 0.05% of the portfolio, ranked #144.

American National Bank & Trust first reported a position in MS in Q1 2021 and has held it in 23 quarters since. The position peaked at $700K in Q2 2026. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • American National Bank & Trust held 3,125 shares of Morgan Stanley worth $588K as of Q3 2026.
  • American National Bank & Trust sold 225 Morgan Stanley shares in Q3 2026, an estimated $47.8K.
  • Morgan Stanley made up 0.05% of American National Bank & Trust's portfolio in Q3 2026, its #144 holding.
  • American National Bank & Trust first reported a position in Morgan Stanley in Q1 2021 and has held it in 23 quarters since.
  • American National Bank & Trust's Morgan Stanley position peaked at $700K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.