Bell Bank’s Morgan Stanley MS Stock Holding History

Bell Bank’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	$887K	Sell	4,242 -67	-2%	-$13.3K	0.03%	110
2026 Q1	$709K	Sell	4,309 -380	-8%	-$65.8K	0.03%	109
2025 Q4	$832K	Sell	4,689 -444	-9%	-$74.1K	0.04%	107
2025 Q3	$816K	Hold	5,133	–	–	0.04%	117
2025 Q2	$723K	Hold	5,133	–	–	0.03%	120
2025 Q1	$599K	Sell	5,133 -194	-4%	-$25K	0.03%	119
2024 Q4	$670K	Buy	5,327 +409	+8%	+$50.4K	0.05%	120
2024 Q3	$513K	Sell	4,918 -2	-0%	-$201	0.06%	131
2024 Q2	$478K	Hold	4,920	–	–	0.04%	143
2024 Q1	$463K	Sell	4,920 -113	-2%	-$9.95K	0.04%	146
2023 Q4	$469K	Sell	5,033 -630	-11%	-$50.4K	0.05%	132
2023 Q3	$462K	Buy	5,663 +603	+12%	+$52.4K	0.05%	128
2023 Q2	$432K	Sell	5,060 -311	-6%	-$26.6K	0.05%	139
2023 Q1	$472K	Sell	5,371 -85	-2%	-$7.93K	0.05%	133
2022 Q4	$464K	Sell	5,456 -436	-7%	-$37.2K	0.05%	133
2022 Q3	$465K	Sell	5,892 -262	-4%	-$22.1K	0.06%	127
2022 Q2	$468K	Buy	6,154 +630	+11%	+$51.6K	0.06%	136
2022 Q1	$483K	Sell	5,524 -94	-2%	-$9.07K	0.05%	128
2021 Q4	$551K	Hold	5,618	–	–	0.06%	121
2021 Q3	$547K	Hold	5,618	–	–	0.07%	117
2021 Q2	$515K	Sell	5,618 -44	-0.8%	-$3.77K	0.07%	120
2021 Q1	$440K	Sell	5,662 -105	-2%	-$8.05K	0.06%	124
2020 Q4	$395K	Sell	5,767 -655	-10%	-$37.6K	0.06%	121
2020 Q3	$311K	Hold	6,422	–	–	0.05%	121
2020 Q2	$310K	Sell	6,422 -190	-3%	-$7.98K	0.06%	122
2020 Q1	$225K	Sell	6,612 -738	-10%	-$34.8K	0.05%	136
2019 Q4	$376K	Sell	7,350 -380	-5%	-$18K	0.07%	122
2019 Q3	$330K	Hold	7,730	–	–	0.06%	127
2019 Q2	$339K	Hold	7,730	–	–	0.08%	119
2019 Q1	$326K	Sell	7,730 -993	-11%	-$41.8K	0.09%	119
2018 Q4	$346K	Buy	8,723 +678	+8%	+$29.6K	0.11%	112
2018 Q3	$375K	Hold	8,045	–	–	0.12%	112
2018 Q2	$381K	Buy	8,045 +1,031	+15%	+$53.9K	0.12%	111
2018 Q1	$378K	Hold	7,014	–	–	0.12%	103
2017 Q4	$368K	Sell	7,014 -410	-6%	-$20.7K	0.1%	104
2017 Q3	$358K	Sell	7,424 -600	-7%	-$27.8K	0.1%	95
2017 Q2	$358K	Hold	8,024	–	–	0.13%	94
2017 Q1	$344K	Hold	8,024	–	–	0.13%	94
2016 Q4	$339K	Hold	8,024	–	–	0.13%	87
2016 Q3	$257K	Sell	8,024 -530	-6%	-$15.8K	0.16%	101
2016 Q2	$222K	Sell	8,554 -780	-8%	-$20.4K	0.13%	115
2016 Q1	$233K	Sell	9,334 -4,279	-31%	-$109K	0.15%	104
2015 Q4	$433K	Hold	13,613	–	–	0.31%	71
2015 Q3	$429K	Sell	13,613 -623	-4%	-$22.7K	0.34%	102
2015 Q2	$552K	Hold	14,236	–	–	0.41%	94
2015 Q1	$508K	Sell	14,236 -280	-2%	-$10K	0.36%	106
2014 Q4	$563K	Sell	14,516 -120	-0.8%	-$4.27K	0.39%	102
2014 Q3	$506K	Sell	14,636 -1,870	-11%	-$62.3K	0.36%	109
2014 Q2	$534K	Sell	16,506 -6,744	-29%	-$208K	0.38%	111
2014 Q1	$725K	Sell	23,250 -10,072	-30%	-$311K	0.48%	94
2013 Q4	$1.04M	Sell	33,322 -40,055	-55%	-$1.19M	0.54%	56
2013 Q3	$1.98M	Sell	73,377 -9,658	-12%	-$259K	0.69%	53
2013 Q2	$2.03M	Buy	+83,035	New	+$1.97M	0.71%	52

Other funds holding MS

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Bell Bank's MS Position: Q2 2026 in Review

Bell Bank reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $13.3K and leaving 4,242 shares worth $887K. The position accounts for 0.03% of the portfolio, ranked #110.

Bell Bank first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.03M in Q2 2013. 517 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Bell Bank held 4,242 shares of Morgan Stanley worth $887K as of Q2 2026.
Bell Bank sold 67 Morgan Stanley shares in Q2 2026, an estimated $13.3K.
Morgan Stanley made up 0.03% of Bell Bank's portfolio in Q2 2026, its #110 holding.
Bell Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
Bell Bank's Morgan Stanley position peaked at $2.03M in Q2 2013.
517 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.