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Pathway Financial Advisors’s Morgan Stanley MS Stock Holding History

Pathway Financial Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,928
Closed -$342K – 159
2025
Q1 		$342K Hold
2,928
– – 0.06% 121
2024
Q4 		$368K Hold
2,928
– – 0.08% 111
2024
Q3 		$305K Buy
2,928
+190
+7% +$19.1K 0.08% 122
2024
Q2 		$266K Hold
2,738
– – 0.07% 131
2024
Q1 		$258K Buy
2,738
+1
+0% +$88 0.07% 136
2023
Q4 		$255K Hold
2,737
– – 0.07% 128
2023
Q3 		$224K Hold
2,737
– – 0.08% 121
2023
Q2 		$234K Sell
2,737
-83
-3% -$7.1K 0.08% 114
2023
Q1 		$248K Hold
2,820
– – 0.08% 112
2022
Q4 		$240K Hold
2,820
– – 0.07% 110
2022
Q3 		$223K Buy
2,820
+3
+0.1% +$253 0.08% 116
2022
Q2 		$214K Buy
2,817
+50
+2% +$4.09K 0.09% 122
2022
Q1 		$242K Buy
2,767
+50
+2% +$4.82K 0.09% 123
2021
Q4 		$279K Buy
+2,717
New +$271K 0.1% 108
2021
Q1 		$235K Buy
+2,717
New +$208K 0.09% 109
2018
Q3 		– Sell
-2,195
Closed -$104K – 265
2018
Q2 		$104K Hold
2,195
– – 0.06% 156
2018
Q1 		$118K Hold
2,195
– – 0.07% 142
2017
Q4 		$115K Buy
+2,195
New +$111K 0.07% 143

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return