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MSSM

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

Oarsman Capital’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
2025
Q1 		– Sell
-84
Closed -$3.94K – 898
2024
Q4 		$3.94K Buy
+84
New +$4.04K ﹤0.01% 786

Other funds holding MSSM

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Oarsman Capital's MSSM Position: Q1 2025 in Review

Oarsman Capital sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2025, closing a stake of 84 shares — an estimated $3.94K sold.

Oarsman Capital first reported a position in MSSM in Q4 2024 and held it in 1 quarter. The position peaked at $3.94K in Q4 2024. 14 funds tracked by Wall St. Rank hold MSSM as of Q1 2025.

  • Oarsman Capital reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 84 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2025, an estimated $3.94K.
  • Oarsman Capital first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Oarsman Capital's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $3.94K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.