HWM
MSLC

HB Wealth Management’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

HB Wealth Management’s Portfolio MSLC Stock Details MSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
5,398
+1,425
+36% +$81.5K ﹤0.01% 1350
2026
Q1 		$206K Hold
3,973
– – ﹤0.01% 1424
2025
Q4 		$216K Buy
3,973
+229
+6% +$12.5K ﹤0.01% 1299
2025
Q3 		$204K Buy
+3,744
New +$197K ﹤0.01% 1268

Other funds holding MSLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

HB Wealth Management's MSLC Position: Q2 2026 in Review

HB Wealth Management increased its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 36% in Q2 2026, buying an estimated $81.5K and bringing the position to 5,398 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

HB Wealth Management first reported a position in MSLC in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

  • HB Wealth Management held 5,398 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $317K as of Q2 2026.
  • HB Wealth Management bought 1,425 Morgan Stanley Pathway Large Cap Equity ETF shares in Q2 2026, an estimated $81.5K.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1350 holding.
  • HB Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.