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Moody National Bank Trust Division’s Morgan Stanley MS Stock Holding History

Moody National Bank Trust Division’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 		$2.52M Sell
12,034
-860
-7% -$170K 0.21% 87
2026
Q1 		$2.12M Sell
12,894
-8,287
-39% -$1.43M 0.2% 87
2025
Q4 		$3.76M Sell
21,181
-10,424
-33% -$1.74M 0.36% 45
2025
Q3 		$5.02M Buy
31,605
+981
+3% +$145K 0.42% 44
2025
Q2 		$4.31M Sell
30,624
-616
-2% -$75.7K 0.39% 49
2025
Q1 		$3.64M Sell
31,240
-298
-0.9% -$38.4K 0.38% 50
2024
Q4 		$3.96M Sell
31,538
-2,474
-7% -$305K 0.41% 43
2024
Q3 		$3.55M Buy
34,012
+6,547
+24% +$659K 0.38% 49
2024
Q2 		$2.67M Buy
27,465
+1,005
+4% +$95.7K 0.21% 59
2024
Q1 		$2.49M Sell
26,460
-467
-2% -$41.1K 0.2% 65
2023
Q4 		$2.51M Sell
26,927
-15,666
-37% -$1.25M 0.2% 63
2023
Q3 		$3.48M Buy
42,593
+4,181
+11% +$363K 0.22% 62
2023
Q2 		$3.28M Buy
38,412
+345
+0.9% +$29.5K 0.23% 64
2023
Q1 		$3.34M Sell
38,067
-46
-0.1% -$4.29K 0.29% 57
2022
Q4 		$3.24M Buy
38,113
+937
+3% +$79.9K 0.28% 52
2022
Q3 		$2.94M Buy
37,176
+126
+0.3% +$10.6K 0.3% 55
2022
Q2 		$2.82M Sell
37,050
-11,752
-24% -$963K 0.3% 60
2022
Q1 		$4.26M Sell
48,802
-6,281
-11% -$606K 0.13% 46
2021
Q4 		$5.41M Sell
55,083
-128,484
-70% -$12.8M 0.16% 40
2021
Q3 		$17.9M Sell
183,567
-567
-0.3% -$56.2K 0.26% 37
2021
Q2 		$16.9M Sell
184,134
-1,020
-0.6% -$87.5K 0.35% 40
2021
Q1 		$14.4M Sell
185,154
-911
-0.5% -$69.8K 0.34% 55
2020
Q4 		$12.8M Buy
186,065
+1,000
+0.5% +$57.4K 0.33% 59
2020
Q3 		$8.95M Sell
185,065
-30
-0% -$1.51K 0.27% 74
2020
Q2 		$8.94M Sell
185,095
-1,332
-0.7% -$55.9K 0.28% 72
2020
Q1 		$6.34M Sell
186,427
-425
-0.2% -$20K 0.22% 86
2019
Q4 		$9.55M Hold
186,852
– – 0.25% 69
2019
Q3 		$7.97M Buy
186,852
+865
+0.5% +$37K 0.22% 76
2019
Q2 		$8.15M Sell
185,987
-100
-0.1% -$4.46K 0.23% 74
2019
Q1 		$7.85M Sell
186,087
-75
-0% -$3.16K 0.22% 82
2018
Q4 		$7.38M Buy
186,162
+654
+0.4% +$28.5K 0.21% 70
2018
Q3 		$8.64M Buy
185,508
+153,375
+477% +$7.49M 0.22% 75
2018
Q2 		$1.52M Sell
32,133
-125
-0.4% -$6.53K 0.07% 37
2018
Q1 		$1.74M Sell
32,258
-625
-2% -$34.6K 0.09% 31
2017
Q4 		$1.73M Sell
32,883
-50
-0.2% -$2.53K 0.08% 37
2017
Q3 		$1.59M Sell
32,933
-9,000
-21% -$417K 0.08% 40
2017
Q2 		$1.87M Hold
41,933
– – 0.09% 39
2017
Q1 		$1.8M Buy
41,933
+1,995
+5% +$88.5K 0.09% 40
2016
Q4 		$1.69M Hold
39,938
– – 0.08% 40
2016
Q3 		$1.28M Hold
39,938
– – 0.07% 57
2016
Q2 		$1.04M Sell
39,938
-300
-0.7% -$7.85K 0.06% 67
2016
Q1 		$1.01M Hold
40,238
– – 0.07% 64
2015
Q4 		$1.28M Hold
40,238
– – 0.1% 46
2015
Q3 		$1.27M Hold
40,238
– – 0.1% 45
2015
Q2 		$1.56M Hold
40,238
– – 0.12% 36
2015
Q1 		$1.44M Sell
40,238
-625
-2% -$22.4K 0.11% 42
2014
Q4 		$1.59M Sell
40,863
-200
-0.5% -$7.12K 0.11% 40
2014
Q3 		$1.42M Sell
41,063
-137
-0.3% -$4.57K 0.1% 43
2014
Q2 		$1.33M Sell
41,200
-550
-1% -$17K 0.09% 49
2014
Q1 		$1.3M Hold
41,750
– – 0.09% 47
2013
Q4 		$1.31M Sell
41,750
-165
-0.4% -$4.91K 0.09% 51
2013
Q3 		$1.13M Sell
41,915
-2,575
-6% -$69.1K 0.09% 57
2013
Q2 		$1.09M Buy
+44,490
New +$1.06M 0.09% 56

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

Moody National Bank Trust Division's MS Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Morgan Stanley (MS) stake by 6.7% in Q2 2026, selling an estimated $170K and leaving 12,034 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #87.

Moody National Bank Trust Division first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.9M in Q3 2021. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Moody National Bank Trust Division held 12,034 shares of Morgan Stanley worth $2.52M as of Q2 2026.
  • Moody National Bank Trust Division sold 860 Morgan Stanley shares in Q2 2026, an estimated $170K.
  • Morgan Stanley made up 0.21% of Moody National Bank Trust Division's portfolio in Q2 2026, its #87 holding.
  • Moody National Bank Trust Division first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's Morgan Stanley position peaked at $17.9M in Q3 2021.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.