Citizens National Bank Trust Department’s Morgan Stanley MS Stock Holding History

Citizens National Bank Trust Department’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	$282K	Hold	1,350	–	–	0.04%	173
2026 Q1	$222K	Buy	1,350 +350	+35%	+$60.6K	0.04%	180
2025 Q4	$178K	Hold	1,000	–	–	0.03%	180
2025 Q3	$159K	Hold	1,000	–	–	0.03%	185
2025 Q2	$141K	Hold	1,000	–	–	0.03%	184
2025 Q1	$117K	Hold	1,000	–	–	0.02%	189
2024 Q4	$126K	Hold	1,000	–	–	0.03%	183
2024 Q3	$104K	Hold	1,000	–	–	0.02%	185
2024 Q2	$97.2K	Hold	1,000	–	–	0.02%	190
2024 Q1	$94.2K	Hold	1,000	–	–	0.02%	189
2023 Q4	$93.3K	Hold	1,000	–	–	0.02%	181
2023 Q3	$81.7K	Hold	1,000	–	–	0.02%	183
2023 Q2	$85.4K	Hold	1,000	–	–	0.02%	184
2023 Q1	$87.8K	Hold	1,000	–	–	0.02%	177
2022 Q4	$85K	Sell	1,000 -14	-1%	-$1.19K	0.02%	177
2022 Q3	$80K	Hold	1,014	–	–	0.02%	174
2022 Q2	$77K	Hold	1,014	–	–	0.02%	180
2022 Q1	$82K	Hold	1,014	–	–	0.03%	164
2021 Q4	$100K	Buy	+1,014	New	+$101K	0.04%	157

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citizens National Bank Trust Department's MS Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Morgan Stanley (MS) position steady in Q2 2026 at 1,350 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #173.

Citizens National Bank Trust Department first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Citizens National Bank Trust Department held 1,350 shares of Morgan Stanley worth $282K as of Q2 2026.
Citizens National Bank Trust Department left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.04% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #173 holding.
Citizens National Bank Trust Department first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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