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
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 $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

HB Wealth Management's MSLC Position: Q1 2026 in Review

HB Wealth Management held its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) position steady in Q1 2026 at 3,973 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

HB Wealth Management first reported a position in MSLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

  • HB Wealth Management held 3,973 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $206K as of Q1 2026.
  • HB Wealth Management left its Morgan Stanley Pathway Large Cap Equity ETF share count unchanged in Q1 2026.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1424 holding.
  • HB Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $216K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.