FUBT
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First United Bank & Trust’s Morgan Stanley MS Stock Holding History

First United 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 		$131K Buy
627
+59
+10% +$11.7K 0.04% 177
2026
Q1 		$93.5K Hold
568
– – 0.03% 195
2025
Q4 		$101K Sell
568
-114
-17% -$19K 0.03% 184
2025
Q3 		$108K Buy
682
+114
+20% +$16.8K 0.04% 186
2025
Q2 		$80K Hold
568
– – 0.03% 191
2025
Q1 		$66.3K Hold
568
– – 0.02% 203
2024
Q4 		$71.4K Hold
568
– – 0.03% 197
2024
Q3 		$59.2K Sell
568
-20
-3% -$2.01K 0.02% 214
2024
Q2 		$57.1K Hold
588
– – 0.02% 221
2024
Q1 		$55.4K Buy
588
+220
+60% +$19.4K 0.02% 229
2023
Q4 		$34.3K Buy
+368
New +$29.4K 0.01% 264

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

First United Bank & Trust's MS Position: Q2 2026 in Review

First United Bank & Trust increased its Morgan Stanley (MS) stake by 10% in Q2 2026, buying an estimated $11.7K and bringing the position to 627 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #177.

First United Bank & Trust first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • First United Bank & Trust held 627 shares of Morgan Stanley worth $131K as of Q2 2026.
  • First United Bank & Trust bought 59 Morgan Stanley shares in Q2 2026, an estimated $11.7K.
  • Morgan Stanley made up 0.04% of First United Bank & Trust's portfolio in Q2 2026, its #177 holding.
  • First United Bank & Trust first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.