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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pathway Financial Advisors's MS Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 2,928 shares — an estimated $342K sold.

Pathway Financial Advisors first reported a position in MS in Q4 2017 and held it in 18 quarters. The position peaked at $368K in Q4 2024. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Pathway Financial Advisors reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Pathway Financial Advisors sold 2,928 Morgan Stanley shares in Q2 2025, an estimated $342K.
Pathway Financial Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 18 quarters.
Pathway Financial Advisors's Morgan Stanley position peaked at $368K in Q4 2024.
2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.