First National Bank of Omaha’s Morgan Stanley MS Stock Holding History

First National Bank of Omaha’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	$5.14M	Sell	24,553 -1,169	-5%	-$231K	0.14%	148
2026 Q1	$4.23M	Sell	25,722 -462	-2%	-$80K	0.13%	172
2025 Q4	$4.65M	Sell	26,184 -6,584	-20%	-$1.1M	0.14%	162
2025 Q3	$5.21M	Sell	32,768 -1,525	-4%	-$225K	0.33%	83
2025 Q2	$4.83M	Sell	34,293 -878	-2%	-$108K	0.31%	90
2025 Q1	$4.1M	Sell	35,171 -7,227	-17%	-$931K	0.28%	104
2024 Q4	$5.33M	Sell	42,398 -1,610	-4%	-$198K	0.35%	85
2024 Q3	$4.59M	Sell	44,008 -2,282	-5%	-$230K	0.29%	101
2024 Q2	$4.5M	Buy	46,290 +11,119	+32%	+$1.06M	0.3%	106
2024 Q1	$4.1M	Buy	35,171 +7,563	+27%	+$666K	0.28%	104
2023 Q4	$2.57M	Sell	27,608 -5,130	-16%	-$410K	0.16%	161
2023 Q3	$2.67M	Sell	32,738 -5,319	-14%	-$462K	0.17%	148
2023 Q2	$3.25M	Sell	38,057 -12,011	-24%	-$1.03M	0.19%	145
2023 Q1	$4.4M	Sell	50,068 -1,970	-4%	-$184K	0.27%	122
2022 Q4	$4.42M	Sell	52,038 -2,830	-5%	-$241K	0.27%	120
2022 Q3	$4.33M	Sell	54,868 -2,174	-4%	-$183K	0.28%	112
2022 Q2	$4.34M	Sell	57,042 -1,832	-3%	-$150K	0.26%	118
2022 Q1	$5.15M	Sell	58,874 -17,487	-23%	-$1.69M	0.26%	119
2021 Q4	$7.5M	Sell	76,361 -4,652	-6%	-$463K	0.36%	84
2021 Q3	$7.88M	Sell	81,013 -10,596	-12%	-$1.05M	0.4%	73
2021 Q2	$7.12M	Hold	91,609	–	–	0.37%	87
2021 Q1	$7.12M	Buy	91,609 +6,082	+7%	+$466K	0.37%	87
2020 Q4	$5.86M	Buy	+85,527	New	+$4.91M	0.32%	102
2016 Q1	–	Sell	-175,466	Closed	-$5.58M	–	344
2015 Q4	$5.58M	Sell	175,466 -4,493	-2%	-$149K	0.4%	94
2015 Q3	$5.67M	Buy	179,959 +11,092	+7%	+$404K	0.42%	89
2015 Q2	$6.3M	Hold	168,867	–	–	0.43%	78
2015 Q1	$6.3M	Buy	168,867 +18,972	+13%	+$681K	0.43%	78
2014 Q4	$5.82M	Buy	149,895 +22,067	+17%	+$785K	0.41%	83
2014 Q3	$4.42M	Buy	+127,828	New	+$4.26M	0.32%	106

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

First National Bank of Omaha's MS Position: Q2 2026 in Review

First National Bank of Omaha reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $231K and leaving 24,553 shares worth $5.14M. The position accounts for 0.14% of the portfolio, ranked #148.

First National Bank of Omaha first reported a position in MS in Q3 2014 and has held it in 29 quarters since. The position peaked at $7.88M in Q3 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

First National Bank of Omaha held 24,553 shares of Morgan Stanley worth $5.14M as of Q2 2026.
First National Bank of Omaha sold 1,169 Morgan Stanley shares in Q2 2026, an estimated $231K.
Morgan Stanley made up 0.14% of First National Bank of Omaha's portfolio in Q2 2026, its #148 holding.
First National Bank of Omaha first reported a position in Morgan Stanley in Q3 2014 and has held it in 29 quarters since.
First National Bank of Omaha's Morgan Stanley position peaked at $7.88M in Q3 2021.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.