American State Bank (Iowa)’s Morgan Stanley MS Stock Holding History

American State Bank (Iowa)’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	$608K	Sell	2,908 -14	-0.5%	-$2.77K	0.25%	89
2026 Q1	$481K	Sell	2,922 -11	-0.4%	-$1.9K	0.23%	97
2025 Q4	$521K	Buy	2,933 +11	+0.4%	+$1.83K	0.25%	96
2025 Q3	$464K	Buy	2,922 +14	+0.5%	+$2.07K	0.24%	97
2025 Q2	$410K	Hold	2,908	–	–	0.23%	100
2025 Q1	$339K	Hold	2,908	–	–	0.2%	103
2024 Q4	$366K	Hold	2,908	–	–	0.22%	97
2024 Q3	$303K	Hold	2,908	–	–	0.18%	108
2024 Q2	$283K	Hold	2,908	–	–	0.18%	107
2024 Q1	$274K	Hold	2,908	–	–	0.18%	112
2023 Q4	$271K	Hold	2,908	–	–	0.17%	111
2023 Q3	$237K	Hold	2,908	–	–	0.17%	114
2023 Q2	$248K	Hold	2,908	–	–	0.17%	112
2023 Q1	$255K	Hold	2,908	–	–	0.19%	111
2022 Q4	$247K	Buy	2,908 +48	+2%	+$4.09K	0.19%	105
2022 Q3	$226K	Buy	2,860 +52	+2%	+$4.38K	0.2%	105
2022 Q2	$214K	Hold	2,808	–	–	0.17%	112
2022 Q1	$245K	Hold	2,808	–	–	0.17%	111
2021 Q4	$276K	Hold	2,808	–	–	0.19%	108
2021 Q3	$273K	Hold	2,808	–	–	0.21%	102
2021 Q2	$257K	Hold	2,808	–	–	0.2%	104
2021 Q1	$218K	Hold	2,808	–	–	0.19%	105
2020 Q4	$192K	Buy	+2,808	New	+$161K	0.18%	109

Other funds holding MS

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

American State Bank (Iowa)'s MS Position: Q2 2026 in Review

American State Bank (Iowa) reduced its Morgan Stanley (MS) stake by 0.48% in Q2 2026, selling an estimated $2.77K and leaving 2,908 shares worth $608K. The position accounts for 0.25% of the portfolio, ranked #89.

American State Bank (Iowa) first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

American State Bank (Iowa) held 2,908 shares of Morgan Stanley worth $608K as of Q2 2026.
American State Bank (Iowa) sold 14 Morgan Stanley shares in Q2 2026, an estimated $2.77K.
Morgan Stanley made up 0.25% of American State Bank (Iowa)'s portfolio in Q2 2026, its #89 holding.
American State Bank (Iowa) first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.