UBS Group
MSSM

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

UBS Group’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
Q1 		– Sell
-450
Closed -$22.8K – 11459
2025
Q4 		$22.8K Sell
450
-216
-32% -$11.1K ﹤0.01% 7693
2025
Q3 		$33.9K Sell
666
-860
-56% -$42.1K ﹤0.01% 7823
2025
Q2 		$71.1K Buy
1,526
+1,257
+467% +$54.6K ﹤0.01% 7505
2025
Q1 		$11.6K Buy
+269
New +$12.5K ﹤0.01% 8540

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

UBS Group's MSSM Position: Q1 2026 in Review

UBS Group sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026, closing a stake of 450 shares — an estimated $22.8K sold.

UBS Group first reported a position in MSSM in Q1 2025 and held it in 4 quarters. The position peaked at $71.1K in Q2 2025. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • UBS Group reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 450 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $22.8K.
  • UBS Group first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2025 and held it in 4 quarters.
  • UBS Group's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $71.1K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.