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Iowa State Bank’s Morgan Stanley MS Stock Holding History

Iowa State Bank’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 		$9.72M Sell
59,071
-531
-0.9% -$91.9K 1.79% 15
2025
Q4 		$10.6M Sell
59,602
-523
-0.9% -$87.2K 1.98% 13
2025
Q3 		$9.56M Sell
60,125
-2,915
-5% -$430K 1.82% 13
2025
Q2 		$8.88M Sell
63,040
-1,510
-2% -$185K 1.77% 15
2025
Q1 		$7.53M Buy
64,550
+978
+2% +$126K 1.6% 16
2024
Q4 		$7.99M Sell
63,572
-2,678
-4% -$330K 1.66% 19
2024
Q3 		$6.91M Buy
66,250
+530
+0.8% +$53.4K 1.42% 24
2024
Q2 		$6.39M Buy
65,720
+1,305
+2% +$124K 1.41% 25
2024
Q1 		$6.07M Buy
64,415
+1,538
+2% +$135K 1.34% 26
2023
Q4 		$5.86M Buy
62,877
+192
+0.3% +$15.4K 1.41% 23
2023
Q3 		$5.12M Sell
62,685
-1,374
-2% -$119K 1.33% 25
2023
Q2 		$5.47M Sell
64,059
-1,860
-3% -$159K 1.37% 24
2023
Q1 		$5.79M Sell
65,919
-393
-0.6% -$36.7K 1.45% 20
2022
Q4 		$5.64M Buy
66,312
+1,825
+3% +$156K 1.42% 22
2022
Q3 		$5.09M Buy
64,487
+1,973
+3% +$166K 1.45% 22
2022
Q2 		$4.75M Buy
62,514
+183
+0.3% +$15K 1.26% 26
2022
Q1 		$5.45M Sell
62,331
-1,825
-3% -$176K 1.26% 24
2021
Q4 		$6.3M Buy
64,156
+2,270
+4% +$226K 1.48% 20
2021
Q3 		$6.02M Buy
61,886
+129
+0.2% +$12.8K 1.68% 16
2021
Q2 		$5.66M Sell
61,757
-397
-0.6% -$34K 1.59% 18
2021
Q1 		$4.83M Buy
62,154
+13
+0% +$996 1.45% 22
2020
Q4 		$4.26M Buy
62,141
+18,989
+44% +$1.09M 1.41% 22
2020
Q3 		$2.09M Buy
43,152
+2,121
+5% +$107K 0.81% 44
2020
Q2 		$1.98M Buy
41,031
+10,441
+34% +$438K 0.86% 46
2020
Q1 		$1.04M Buy
30,590
+1,865
+6% +$87.8K 0.49% 60
2019
Q4 		$1.47M Buy
28,725
+8,884
+45% +$420K 0.52% 56
2019
Q3 		$847K Buy
+19,841
New +$848K 0.32% 73

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

Iowa State Bank's MS Position: Q1 2026 in Review

Iowa State Bank reduced its Morgan Stanley (MS) stake by 0.89% in Q1 2026, selling an estimated $91.9K and leaving 59,071 shares worth $9.72M. The position accounts for 1.79% of the portfolio, ranked #15.

Iowa State Bank first reported a position in MS in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Iowa State Bank held 59,071 shares of Morgan Stanley worth $9.72M as of Q1 2026.
  • Iowa State Bank sold 531 Morgan Stanley shares in Q1 2026, an estimated $91.9K.
  • Morgan Stanley made up 1.79% of Iowa State Bank's portfolio in Q1 2026, its #15 holding.
  • Iowa State Bank first reported a position in Morgan Stanley in Q3 2019 and has held it in 27 quarters since.
  • Iowa State Bank's Morgan Stanley position peaked at $10.6M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.