HBT
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Heartland Bank & Trust’s Morgan Stanley MS Stock Holding History

Heartland 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 		$1.84M Sell
8,793
-99
-1% -$19.6K 0.38% 43
2026
Q1 		$1.46M Buy
8,892
+1,404
+19% +$243K 0.33% 50
2025
Q4 		$1.33M Buy
+7,488
New +$1.25M 0.56% 34

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Heartland Bank & Trust reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $19.6K and leaving 8,793 shares worth $1.84M. The position accounts for 0.38% of the portfolio, ranked #43.

Heartland Bank & Trust first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Heartland Bank & Trust held 8,793 shares of Morgan Stanley worth $1.84M as of Q2 2026.
  • Heartland Bank & Trust sold 99 Morgan Stanley shares in Q2 2026, an estimated $19.6K.
  • Morgan Stanley made up 0.38% of Heartland Bank & Trust's portfolio in Q2 2026, its #43 holding.
  • Heartland Bank & Trust first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.