Morgan Stanley’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $113M | Sell |
308,442
-46,738
| -13% | -$15.1M | 0.01% | 1463 |
|
|
2026
Q1 | $84.6M | Buy |
355,180
+12,204
| +4% | +$2.8M | 0.01% | 1585 |
|
|
2025
Q4 | $66.7M | Buy |
342,976
+24,464
| +8% | +$4.92M | ﹤0.01% | 1808 |
|
|
2025
Q3 | $63.3M | Buy |
318,512
+45,276
| +17% | +$7.79M | ﹤0.01% | 1812 |
|
|
2025
Q2 | $40.5M | Sell |
273,236
-142,066
| -34% | -$16.7M | ﹤0.01% | 2121 |
|
|
2025
Q1 | $34.3M | Buy |
415,302
+149,984
| +57% | +$15.6M | ﹤0.01% | 2167 |
|
|
2024
Q4 | $26.7M | Buy |
265,318
+19,334
| +8% | +$2.32M | ﹤0.01% | 2471 |
|
|
2024
Q3 | $24.6M | Buy |
245,984
+22,198
| +10% | +$1.8M | ﹤0.01% | 2590 |
|
|
2024
Q2 | $15.6M | Sell |
223,786
-273,328
| -55% | -$19.2M | ﹤0.01% | 2938 |
|
|
2024
Q1 | $30.2M | Buy |
497,114
+204,110
| +70% | +$9.78M | ﹤0.01% | 2234 |
|
|
2023
Q4 | $11.6M | Buy |
293,004
+34,730
| +13% | +$1.21M | ﹤0.01% | 3201 |
|
|
2023
Q3 | $8.51M | Buy |
258,274
+15,452
| +6% | +$503K | ﹤0.01% | 3278 |
|
|
2023
Q2 | $6.91M | Buy |
242,822
+12,812
| +6% | +$306K | ﹤0.01% | 3503 |
|
|
2023
Q1 | $4.96M | Sell |
230,010
-3,986
| -2% | -$81.8K | ﹤0.01% | 3797 |
|
|
2022
Q4 | $4.16M | Buy |
233,996
+98,226
| +72% | +$1.59M | ﹤0.01% | 3913 |
|
|
2022
Q3 | $1.87M | Sell |
135,770
-4,928
| -4% | -$76.1K | ﹤0.01% | 4481 |
|
|
2022
Q2 | $2.12M | Sell |
140,698
-5,328
| -4% | -$85.7K | ﹤0.01% | 4491 |
|
|
2022
Q1 | $2.94M | Sell |
146,026
-3,238
| -2% | -$73K | ﹤0.01% | 4218 |
|
|
2021
Q4 | $3.78M | Sell |
149,264
-9,066
| -6% | -$227K | ﹤0.01% | 4007 |
|
|
2021
Q3 | $3.62M | Buy |
158,330
+968
| +0.6% | +$23.5K | ﹤0.01% | 4056 |
|
|
2021
Q2 | $4.04M | Buy |
157,362
+12,978
| +9% | +$336K | ﹤0.01% | 4004 |
|
|
2021
Q1 | $3.64M | Buy |
144,384
+17,246
| +14% | +$415K | ﹤0.01% | 3740 |
|
|
2020
Q4 | $2.93M | Buy |
127,138
+42,112
| +50% | +$823K | ﹤0.01% | 3814 |
|
|
2020
Q3 | $1.35M | Buy |
85,026
+1,232
| +1% | +$16.9K | ﹤0.01% | 3991 |
|
|
2020
Q2 | $971K | Buy |
83,794
+21,424
| +34% | +$224K | ﹤0.01% | 4199 |
|
|
2020
Q1 | $550K | Sell |
62,370
-19,928
| -24% | -$232K | ﹤0.01% | 4321 |
|
|
2019
Q4 | $1.06M | Sell |
82,298
-24
| -0% | -$260 | ﹤0.01% | 4500 |
|
|
2019
Q3 | $847K | Sell |
82,322
-52,494
| -39% | -$499K | ﹤0.01% | 4396 |
|
|
2019
Q2 | $1.27M | Sell |
134,816
-40,732
| -23% | -$369K | ﹤0.01% | 4092 |
|
|
2019
Q1 | $1.56M | Sell |
175,548
-14,052
| -7% | -$124K | ﹤0.01% | 3792 |
|
|
2018
Q4 | $1.47M | Sell |
189,600
-530
| -0.3% | -$4.59K | ﹤0.01% | 4011 |
|
|
2018
Q3 | $1.85M | Sell |
190,130
-20,614
| -10% | -$191K | ﹤0.01% | 4066 |
|
|
2018
Q2 | $1.76M | Sell |
210,744
-10,980
| -5% | -$94K | ﹤0.01% | 4195 |
|
|
2018
Q1 | $1.68M | Buy |
221,724
+42,488
| +24% | +$350K | ﹤0.01% | 4150 |
|
|
2017
Q4 | $1.55M | Buy |
179,236
+22,004
| +14% | +$199K | ﹤0.01% | 4246 |
|
|
2017
Q3 | $1.36M | Buy |
157,232
+1,874
| +1% | +$15.6K | ﹤0.01% | 4213 |
|
|
2017
Q2 | $1.41M | Sell |
155,358
-3,412
| -2% | -$29.5K | ﹤0.01% | 4103 |
|
|
2017
Q1 | $1.44M | Sell |
158,770
-15,256
| -9% | -$147K | ﹤0.01% | 4096 |
|
|
2016
Q4 | $1.67M | Buy |
174,026
+44,290
| +34% | +$395K | ﹤0.01% | 4080 |
|
|
2016
Q3 | $1.16M | Buy |
129,736
+9,518
| +8% | +$73.2K | ﹤0.01% | 3933 |
|
|
2016
Q2 | $747K | Sell |
120,218
-44,760
| -27% | -$306K | ﹤0.01% | 4187 |
|
|
2016
Q1 | $1.21M | Buy |
164,978
+155,522
| +1,645% | +$956K | ﹤0.01% | 3775 |
|
|
2015
Q4 | $52K | Buy |
9,456
+1,504
| +19% | +$6.06K | ﹤0.01% | 5700 |
|
|
2015
Q3 | $31K | Sell |
7,952
-2,212
| -22% | -$7.89K | ﹤0.01% | 5898 |
|
|
2015
Q2 | $36K | Sell |
10,164
-4,954
| -33% | -$19.8K | ﹤0.01% | 5974 |
|
|
2015
Q1 | $66K | Buy |
15,118
+198
| +1% | +$768 | ﹤0.01% | 5687 |
|
|
2014
Q4 | $57K | Sell |
14,920
-12,386
| -45% | -$47.8K | ﹤0.01% | 5777 |
|
|
2014
Q3 | $112K | Buy |
27,306
+9,490
| +53% | +$33.7K | ﹤0.01% | 5434 |
|
|
2014
Q2 | $59K | Buy |
17,816
+10,000
| +128% | +$31.9K | ﹤0.01% | 5713 |
|
|
2014
Q1 | $24K | Sell |
7,816
-1,294
| -14% | -$3.93K | ﹤0.01% | 5912 |
|
|
2013
Q4 | $25K | Sell |
9,110
-87,606
| -91% | -$209K | ﹤0.01% | 5820 |
|
|
2013
Q3 | $196K | Buy |
+96,716
| New | +$221K | ﹤0.01% | 4899 |
|
Other funds holding IESC
GJL
Morgan Stanley's IESC Position: Q2 2026 in Review
Morgan Stanley reduced its IES Holdings (IESC) stake by 13% in Q2 2026, selling an estimated $15.1M and leaving 308,442 shares worth $113M. The position accounts for 0.01% of the portfolio, ranked #1463.
Morgan Stanley first reported a position in IESC in Q3 2013 and has held it in 52 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.
- Morgan Stanley held 308,442 shares of IES Holdings worth $113M as of Q2 2026.
- Morgan Stanley sold 46,738 IES Holdings shares in Q2 2026, an estimated $15.1M.
- IES Holdings made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1463 holding.
- Morgan Stanley first reported a position in IES Holdings in Q3 2013 and has held it in 52 quarters since.
- 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.