Wells Fargo
MSSM

Wells Fargo’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Wells Fargo’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 		$1.29K Sell
25
-54
-68% -$2.88K ﹤0.01% 6305
2025
Q4 		$4K Sell
79
-100
-56% -$5.12K ﹤0.01% 6144
2025
Q3 		$9.1K Sell
179
-24
-12% -$1.17K ﹤0.01% 5967
2025
Q2 		$9.46K Buy
203
+143
+238% +$6.21K ﹤0.01% 5966
2025
Q1 		$2.59K Sell
60
-441
-88% -$20.5K ﹤0.01% 6123
2024
Q4 		$23.5K Buy
+501
New +$24.1K ﹤0.01% 5724

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

Wells Fargo's MSSM Position: Q1 2026 in Review

Wells Fargo reduced its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) stake by 68% in Q1 2026, selling an estimated $2.88K and leaving 25 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #6305.

Wells Fargo first reported a position in MSSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.5K in Q4 2024. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Wells Fargo held 25 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.29K as of Q1 2026.
  • Wells Fargo sold 54 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $2.88K.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6305 holding.
  • Wells Fargo first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Wells Fargo's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $23.5K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.