Morgan Stanley’s Investar Holding Corp ISTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.5M | Buy |
91,643
+31,930
| +53% | +$893K | ﹤0.01% | 4606 |
|
|
2025
Q4 | $1.6M | Buy |
59,713
+5,945
| +11% | +$146K | ﹤0.01% | 4943 |
|
|
2025
Q3 | $1.25M | Sell |
53,768
-40,999
| -43% | -$920K | ﹤0.01% | 5064 |
|
|
2025
Q2 | $1.83M | Buy |
94,767
+8,232
| +10% | +$152K | ﹤0.01% | 4757 |
|
|
2025
Q1 | $1.52M | Sell |
86,535
-3,147
| -4% | -$59K | ﹤0.01% | 4773 |
|
|
2024
Q4 | $1.97M | Sell |
89,682
-10,160
| -10% | -$223K | ﹤0.01% | 4702 |
|
|
2024
Q3 | $1.94M | Buy |
99,842
+32,194
| +48% | +$566K | ﹤0.01% | 4675 |
|
|
2024
Q2 | $1.04M | Buy |
67,648
+55,492
| +456% | +$877K | ﹤0.01% | 4940 |
|
|
2024
Q1 | $199K | Sell |
12,156
-13,182
| -52% | -$217K | ﹤0.01% | 5734 |
|
|
2023
Q4 | $378K | Sell |
25,338
-37,649
| -60% | -$428K | ﹤0.01% | 5724 |
|
|
2023
Q3 | $667K | Buy |
62,987
+50,445
| +402% | +$648K | ﹤0.01% | 5021 |
|
|
2023
Q2 | $152K | Sell |
12,542
-9,133
| -42% | -$112K | ﹤0.01% | 5762 |
|
|
2023
Q1 | $303K | Sell |
21,675
-97,324
| -82% | -$1.88M | ﹤0.01% | 5510 |
|
|
2022
Q4 | $2.56M | Buy |
118,999
+25,725
| +28% | +$552K | ﹤0.01% | 4300 |
|
|
2022
Q3 | $1.86M | Buy |
93,274
+74,289
| +391% | +$1.62M | ﹤0.01% | 4487 |
|
|
2022
Q2 | $416K | Buy |
18,985
+4,944
| +35% | +$101K | ﹤0.01% | 5507 |
|
|
2022
Q1 | $268K | Buy |
14,041
+51
| +0.4% | +$988 | ﹤0.01% | 5759 |
|
|
2021
Q4 | $258K | Sell |
13,990
-1,646
| -11% | -$30.8K | ﹤0.01% | 5927 |
|
|
2021
Q3 | $345K | Sell |
15,636
-3,038
| -16% | -$67.5K | ﹤0.01% | 5706 |
|
|
2021
Q2 | $428K | Buy |
18,674
+5,576
| +43% | +$123K | ﹤0.01% | 5624 |
|
|
2021
Q1 | $269K | Sell |
13,098
-6,792
| -34% | -$128K | ﹤0.01% | 5486 |
|
|
2020
Q4 | $329K | Buy |
19,890
+8,186
| +70% | +$126K | ﹤0.01% | 5314 |
|
|
2020
Q3 | $151K | Sell |
11,704
-34
| -0.3% | -$464 | ﹤0.01% | 5243 |
|
|
2020
Q2 | $171K | Buy |
11,738
+776
| +7% | +$9.89K | ﹤0.01% | 5147 |
|
|
2020
Q1 | $140K | Sell |
10,962
-8,332
| -43% | -$169K | ﹤0.01% | 5039 |
|
|
2019
Q4 | $463K | Buy |
19,294
+8,693
| +82% | +$214K | ﹤0.01% | 4971 |
|
|
2019
Q3 | $253K | Buy |
10,601
+7,947
| +299% | +$187K | ﹤0.01% | 5014 |
|
|
2019
Q2 | $63K | Sell |
2,654
-1,728
| -39% | -$40.2K | ﹤0.01% | 5512 |
|
|
2019
Q1 | $100K | Sell |
4,382
-14,757
| -77% | -$348K | ﹤0.01% | 5393 |
|
|
2018
Q4 | $475K | Buy |
19,139
+610
| +3% | +$15.2K | ﹤0.01% | 4818 |
|
|
2018
Q3 | $498K | Sell |
18,529
-3,497
| -16% | -$95.1K | ﹤0.01% | 5005 |
|
|
2018
Q2 | $609K | Buy |
22,026
+3,790
| +21% | +$102K | ﹤0.01% | 4959 |
|
|
2018
Q1 | $472K | Buy |
18,236
+800
| +5% | +$19.8K | ﹤0.01% | 5029 |
|
|
2017
Q4 | $420K | Buy |
17,436
+5,923
| +51% | +$141K | ﹤0.01% | 5069 |
|
|
2017
Q3 | $277K | Buy |
11,513
+3,250
| +39% | +$73.7K | ﹤0.01% | 5192 |
|
|
2017
Q2 | $189K | Sell |
8,263
-2,930
| -26% | -$65.7K | ﹤0.01% | 5364 |
|
|
2017
Q1 | $245K | Buy |
11,193
+10,193
| +1,019% | +$207K | ﹤0.01% | 5219 |
|
|
2016
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 6016 |
|
|
2016
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 6007 |
|
|
2016
Q2 | $15K | Sell |
1,000
-13
| -1% | -$200 | ﹤0.01% | 5943 |
|
|
2016
Q1 | $15K | Hold |
1,013
| – | – | ﹤0.01% | 6020 |
|
|
2015
Q4 | $18K | Buy |
1,013
+13
| +1% | +$217 | ﹤0.01% | 6069 |
|
|
2015
Q3 | $15K | Sell |
1,000
-13
| -1% | -$203 | ﹤0.01% | 6129 |
|
|
2015
Q2 | $15K | Buy |
1,013
+1
| +0.1% | +$16 | ﹤0.01% | 6202 |
|
|
2015
Q1 | $17K | Hold |
1,012
| – | – | ﹤0.01% | 6097 |
|
|
2014
Q4 | $14K | Sell |
1,012
-291
| -22% | -$3.97K | ﹤0.01% | 6140 |
|
|
2014
Q3 | $17K | Buy |
+1,303
| New | +$18.2K | ﹤0.01% | 6057 |
|
Other funds holding ISTR
FL
VCM
BFC
RA
Morgan Stanley's ISTR Position: Q1 2026 in Review
Morgan Stanley increased its Investar Holding Corp (ISTR) stake by 53% in Q1 2026, buying an estimated $893K and bringing the position to 91,643 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #4606.
Morgan Stanley first reported a position in ISTR in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.56M in Q4 2022. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.
- Morgan Stanley held 91,643 shares of Investar Holding Corp worth $2.5M as of Q1 2026.
- Morgan Stanley bought 31,930 Investar Holding Corp shares in Q1 2026, an estimated $893K.
- Investar Holding Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4606 holding.
- Morgan Stanley first reported a position in Investar Holding Corp in Q3 2014 and has held it in 47 quarters since.
- Morgan Stanley's Investar Holding Corp position peaked at $2.56M in Q4 2022.
- 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.