Morgan Stanley’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Morgan Stanley’s Portfolio MSSM Stock Details MSSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522M	Sell	8,432,674 -478,419	-5%	-$27.6M	0.03%	550
2026 Q1	$460M	Sell	8,911,093 -650,949	-7%	-$34.7M	0.03%	570
2025 Q4	$484M	Sell	9,562,042 -237,083	-2%	-$12.1M	0.03%	547
2025 Q3	$498M	Sell	9,799,125 -77,989	-0.8%	-$3.82M	0.03%	517
2025 Q2	$460M	Buy	9,877,114 +907,091	+10%	+$39.4M	0.03%	532
2025 Q1	$387M	Buy	8,970,023 +498,078	+6%	+$23.2M	0.03%	566
2024 Q4	$397M	Buy	+8,471,945	New	+$407M	0.03%	554

Other funds holding MSSM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley's MSSM Position: Q2 2026 in Review

Morgan Stanley reduced its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) stake by 5.4% in Q2 2026, selling an estimated $27.6M and leaving 8,432,674 shares worth $522M. The position accounts for 0.03% of the portfolio, ranked #550.

Morgan Stanley first reported a position in MSSM in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

Morgan Stanley held 8,432,674 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $522M as of Q2 2026.
Morgan Stanley sold 478,419 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q2 2026, an estimated $27.6M.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #550 holding.
Morgan Stanley first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.