ANBT
MS icon

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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American National Bank & Trust's MS Position: Q2 2026 in Review

American National Bank & Trust reduced its Morgan Stanley (MS) stake by 0.33% in Q2 2026, selling an estimated $2.18K and leaving 3,350 shares worth $700K. The position accounts for 0.06% of the portfolio, ranked #136.

American National Bank & Trust first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • American National Bank & Trust held 3,350 shares of Morgan Stanley worth $700K as of Q2 2026.
  • American National Bank & Trust sold 11 Morgan Stanley shares in Q2 2026, an estimated $2.18K.
  • Morgan Stanley made up 0.06% of American National Bank & Trust's portfolio in Q2 2026, its #136 holding.
  • American National Bank & Trust first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.