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

Hills 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 		$1.22M Buy
7,402
+527
+8% +$91.2K 0.06% 142
2025
Q4 		$1.22M Buy
6,875
+333
+5% +$55.5K 0.07% 144
2025
Q3 		$1.04M Sell
6,542
-119
-2% -$17.6K 0.06% 151
2025
Q2 		$938K Sell
6,661
-126
-2% -$15.5K 0.06% 153
2025
Q1 		$792K Sell
6,787
-11
-0.2% -$1.42K 0.06% 160
2024
Q4 		$855K Sell
6,798
-45
-0.7% -$5.54K 0.06% 148
2024
Q3 		$713K Sell
6,843
-294
-4% -$29.6K 0.05% 163
2024
Q2 		$694K Hold
7,137
– – 0.06% 155
2024
Q1 		$672K Sell
7,137
-131
-2% -$11.5K 0.06% 158
2023
Q4 		$678K Sell
7,268
-36
-0.5% -$2.88K 0.07% 144
2023
Q3 		$597K Sell
7,304
-40
-0.5% -$3.47K 0.07% 140
2023
Q2 		$627K Sell
7,344
-759
-9% -$64.9K 0.08% 130
2023
Q1 		$711K Sell
8,103
-286
-3% -$26.7K 0.1% 123
2022
Q4 		$714K Sell
8,389
-732
-8% -$62.4K 0.11% 113
2022
Q3 		$721K Sell
9,121
-292
-3% -$24.6K 0.11% 109
2022
Q2 		$716K Sell
9,413
-830
-8% -$68K 0.12% 113
2022
Q1 		$895K Sell
10,243
-846
-8% -$81.6K 0.13% 106
2021
Q4 		$1.09M Sell
11,089
-777
-7% -$77.4K 0.15% 105
2021
Q3 		$1.15M Sell
11,866
-385
-3% -$38.1K 0.17% 99
2021
Q2 		$1.12M Sell
12,251
-210
-2% -$18K 0.17% 97
2021
Q1 		$968K Sell
12,461
-3,785
-23% -$290K 0.16% 104
2020
Q4 		$1.11M Buy
16,246
+12,509
+335% +$718K 0.19% 93
2020
Q3 		$180K Buy
+3,737
New +$188K 0.04% 183

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

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

Hills Bank & Trust increased its Morgan Stanley (MS) stake by 7.7% in Q1 2026, buying an estimated $91.2K and bringing the position to 7,402 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #142.

Hills Bank & Trust first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Hills Bank & Trust held 7,402 shares of Morgan Stanley worth $1.22M as of Q1 2026.
  • Hills Bank & Trust bought 527 Morgan Stanley shares in Q1 2026, an estimated $91.2K.
  • Morgan Stanley made up 0.06% of Hills Bank & Trust's portfolio in Q1 2026, its #142 holding.
  • Hills Bank & Trust first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Hills Bank & Trust's Morgan Stanley position peaked at $1.22M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.