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Associated Banc-Corp’s Morgan Stanley MS Stock Holding History

Associated Banc-Corp’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 		$401K Sell
2,434
-13
-0.5% -$2.25K 0.01% 266
2025
Q4 		$434K Sell
2,447
-38
-2% -$6.34K 0.01% 257
2025
Q3 		$395K Sell
2,485
-272
-10% -$40.2K 0.01% 267
2025
Q2 		$388K Sell
2,757
-340
-11% -$41.8K 0.01% 257
2025
Q1 		$361K Buy
3,097
+238
+8% +$30.7K 0.01% 258
2024
Q4 		$359K Sell
2,859
-97
-3% -$11.9K 0.01% 260
2024
Q3 		$308K Sell
2,956
-81
-3% -$8.16K 0.01% 280
2024
Q2 		$295K Hold
3,037
– – 0.01% 281
2024
Q1 		$286K Buy
3,037
+65
+2% +$5.72K 0.01% 275
2023
Q4 		$277K Buy
2,972
+260
+10% +$20.8K 0.01% 277
2023
Q3 		$221K Sell
2,712
-37
-1% -$3.21K 0.01% 287
2023
Q2 		$235K Buy
2,749
+91
+3% +$7.78K 0.01% 290
2023
Q1 		$233K Sell
2,658
-7
-0.3% -$653 0.01% 281
2022
Q4 		$227K Sell
2,665
-929
-26% -$79.2K 0.01% 284
2022
Q3 		$283K Buy
+3,594
New +$303K 0.01% 260
2022
Q2 		– Sell
-2,451
Closed -$215K – 319
2022
Q1 		$215K Sell
2,451
-37
-1% -$3.57K 0.01% 305
2021
Q4 		$244K Sell
2,488
-432
-15% -$43K 0.01% 296
2021
Q3 		$284K Sell
2,920
-281
-9% -$27.8K 0.01% 280
2021
Q2 		$293K Buy
+3,201
New +$274K 0.01% 278
2021
Q1 		– Sell
-17,900
Closed -$1.23M – 643
2020
Q4 		$1.23M Hold
17,900
– – 0.05% 201
2020
Q3 		$865K Hold
17,900
– – 0.04% 213
2020
Q2 		$865K Hold
17,900
– – 0.04% 211
2020
Q1 		$609K Buy
+17,900
New +$843K 0.03% 227

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

Associated Banc-Corp's MS Position: Q1 2026 in Review

Associated Banc-Corp reduced its Morgan Stanley (MS) stake by 0.53% in Q1 2026, selling an estimated $2.25K and leaving 2,434 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #266.

Associated Banc-Corp first reported a position in MS in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.23M in Q4 2020. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Associated Banc-Corp held 2,434 shares of Morgan Stanley worth $401K as of Q1 2026.
  • Associated Banc-Corp sold 13 Morgan Stanley shares in Q1 2026, an estimated $2.25K.
  • Morgan Stanley made up 0.01% of Associated Banc-Corp's portfolio in Q1 2026, its #266 holding.
  • Associated Banc-Corp first reported a position in Morgan Stanley in Q1 2020 and has held it in 23 quarters since.
  • Associated Banc-Corp's Morgan Stanley position peaked at $1.23M in Q4 2020.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.