Morgan Stanley
PZC

Morgan Stanley’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Morgan Stanley’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-203,656
Closed -$1.27M – 8325
2025
Q2 		$1.27M Sell
203,656
-44,323
-18% -$278K ﹤0.01% 4988
2025
Q1 		$1.62M Buy
247,979
+21,368
+9% +$144K ﹤0.01% 4736
2024
Q4 		$1.56M Buy
226,611
+70,613
+45% +$508K ﹤0.01% 4866
2024
Q3 		$1.17M Buy
155,998
+45,336
+41% +$332K ﹤0.01% 4956
2024
Q2 		$795K Sell
110,662
-7,395
-6% -$52.9K ﹤0.01% 5091
2024
Q1 		$896K Sell
118,057
-72,951
-38% -$549K ﹤0.01% 5023
2023
Q4 		$1.41M Buy
191,008
+63,125
+49% +$435K ﹤0.01% 5134
2023
Q3 		$876K Sell
127,883
-16,719
-12% -$128K ﹤0.01% 4876
2023
Q2 		$1.11M Sell
144,602
-5,266
-4% -$40.6K ﹤0.01% 4770
2023
Q1 		$1.16M Sell
149,868
-27,787
-16% -$218K ﹤0.01% 4767
2022
Q4 		$1.48M Sell
177,655
-67,871
-28% -$547K ﹤0.01% 4645
2022
Q3 		$1.79M Buy
245,526
+1,311
+0.5% +$10.9K ﹤0.01% 4515
2022
Q2 		$2.02M Buy
244,215
+99,251
+68% +$832K ﹤0.01% 4533
2022
Q1 		$1.29M Sell
144,964
-10,386
-7% -$101K ﹤0.01% 4818
2021
Q4 		$1.72M Sell
155,350
-9,961
-6% -$109K ﹤0.01% 4685
2021
Q3 		$1.82M Buy
165,311
+2,411
+1% +$27.4K ﹤0.01% 4648
2021
Q2 		$1.87M Buy
162,900
+31,187
+24% +$344K ﹤0.01% 4686
2021
Q1 		$1.39M Buy
131,713
+7,461
+6% +$77.8K ﹤0.01% 4522
2020
Q4 		$1.27M Sell
124,252
-3,693
-3% -$38.2K ﹤0.01% 4509
2020
Q3 		$1.36M Buy
127,945
+3,853
+3% +$40.8K ﹤0.01% 3985
2020
Q2 		$1.25M Buy
124,092
+14,428
+13% +$141K ﹤0.01% 3994
2020
Q1 		$1.07M Buy
109,664
+17,529
+19% +$189K ﹤0.01% 3905
2019
Q4 		$1.05M Buy
92,135
+8,420
+10% +$95.9K ﹤0.01% 4504
2019
Q3 		$939K Sell
83,715
-6,721
-7% -$75.8K ﹤0.01% 4336
2019
Q2 		$1.01M Sell
90,436
-9,786
-10% -$105K ﹤0.01% 4216
2019
Q1 		$1.1M Buy
100,222
+5,194
+5% +$55.1K ﹤0.01% 4040
2018
Q4 		$906K Sell
95,028
-362
-0.4% -$3.49K ﹤0.01% 4351
2018
Q3 		$969K Sell
95,390
-4,334
-4% -$45.9K ﹤0.01% 4565
2018
Q2 		$1.03M Sell
99,724
-13,543
-12% -$135K ﹤0.01% 4615
2018
Q1 		$1.09M Buy
113,267
+18,988
+20% +$190K ﹤0.01% 4484
2017
Q4 		$984K Buy
94,279
+280
+0.3% +$2.94K ﹤0.01% 4552
2017
Q3 		$1.02M Buy
93,999
+7,078
+8% +$77.7K ﹤0.01% 4407
2017
Q2 		$1.1M Buy
86,921
+5,895
+7% +$73.1K ﹤0.01% 4304
2017
Q1 		$954K Buy
81,026
+4,899
+6% +$57.4K ﹤0.01% 4417
2016
Q4 		$863K Sell
76,127
-58,123
-43% -$676K ﹤0.01% 4577
2016
Q3 		$1.72M Buy
134,250
+2,103
+2% +$26.8K ﹤0.01% 3619
2016
Q2 		$1.63M Sell
132,147
-9,500
-7% -$114K ﹤0.01% 3595
2016
Q1 		$1.66M Buy
141,647
+82,248
+138% +$986K ﹤0.01% 3496
2015
Q4 		$708K Sell
59,399
-3,190
-5% -$36.2K ﹤0.01% 4299
2015
Q3 		$684K Sell
62,589
-7,080
-10% -$75.3K ﹤0.01% 4403
2015
Q2 		$717K Sell
69,669
-4,386
-6% -$46.9K ﹤0.01% 4445
2015
Q1 		$806K Sell
74,055
-11,408
-13% -$125K ﹤0.01% 4300
2014
Q4 		$916K Buy
85,463
+13,772
+19% +$145K ﹤0.01% 4217
2014
Q3 		$746K Buy
71,691
+4,159
+6% +$43.4K ﹤0.01% 4291
2014
Q2 		$714K Buy
67,532
+2,100
+3% +$21.7K ﹤0.01% 4315
2014
Q1 		$652K Buy
65,432
+3,601
+6% +$35.3K ﹤0.01% 4367
2013
Q4 		$569K Sell
61,831
-12,660
-17% -$119K ﹤0.01% 4357
2013
Q3 		$697K Sell
74,491
-9,166
-11% -$87K ﹤0.01% 4087
2013
Q2 		$848K Buy
+83,657
New +$899K ﹤0.01% 3860

Other funds holding PZC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's PZC Position: Q3 2025 in Review

Morgan Stanley sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 203,656 shares — an estimated $1.27M sold.

Morgan Stanley first reported a position in PZC in Q2 2013 and held it in 49 quarters. The position peaked at $2.02M in Q2 2022. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

  • Morgan Stanley reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 203,656 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $1.27M.
  • Morgan Stanley first reported a position in PIMCO California Municipal Income Fund III in Q2 2013 and held it in 49 quarters.
  • Morgan Stanley's PIMCO California Municipal Income Fund III position peaked at $2.02M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.