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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heartland Bank & Trust's MS Position: Q1 2026 in Review

Heartland Bank & Trust increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $243K and bringing the position to 8,892 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #50.

Heartland Bank & Trust first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Heartland Bank & Trust held 8,892 shares of Morgan Stanley worth $1.46M as of Q1 2026.
  • Heartland Bank & Trust bought 1,404 Morgan Stanley shares in Q1 2026, an estimated $243K.
  • Morgan Stanley made up 0.33% of Heartland Bank & Trust's portfolio in Q1 2026, its #50 holding.
  • Heartland Bank & Trust first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.