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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by American Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
2,726
Value
$569.8K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of MS by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,726$569.8K<0.1%+84+3.2%AddedHolders
Q1 20262,642$434.8K<0.1%−128−4.6%ReducedHolders
Q4 20252,770$491.8K<0.1%+100+3.7%AddedHolders
Q3 20252,670$424.4K<0.1%+770+40.5%AddedHolders
Q2 20251,900$267.6K<0.1%+1,900NewHolders
Q1 20250$00.0%−2,006−100.0%Sold outHolders
Q4 20242,006$252.2K<0.1%−200−9.1%ReducedHolders
Q3 20242,206$230.0K<0.1%−97−4.2%ReducedHolders
Q2 20242,303$223.8K<0.1%−70−2.9%ReducedHolders
Q1 20242,373$223.4K<0.1%−528−18.2%ReducedHolders
Q4 20232,901$270.5K<0.1%+2,901NewHolders
Q3 20230$00.0%−4,663−100.0%Sold outHolders
Q2 20234,663$398.2K<0.1%−200−4.1%ReducedHolders
Q1 20234,863$427.0K<0.1%+1,580+48.1%AddedHolders
Q4 20223,283$279.1K<0.1%−130−3.8%ReducedHolders
Q3 20223,413$269.0K<0.1%−110−3.1%ReducedHolders
Q2 20223,523$268.0K<0.1%+260+8.0%AddedHolders
Q1 20223,263$286.0K<0.1%+3,263NewHolders