Western Wealth Management’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

Western Wealth Management’s Portfolio MSLC Stock Details MSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$349K	Sell	5,939 -181	-3%	-$10.4K	0.01%	781
2026 Q1	$317K	Buy	+6,120	New	+$331K	0.01%	780

Other funds holding MSLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Western Wealth Management's MSLC Position: Q2 2026 in Review

Western Wealth Management reduced its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 3% in Q2 2026, selling an estimated $10.4K and leaving 5,939 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #781.

Western Wealth Management first reported a position in MSLC in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

Western Wealth Management held 5,939 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $349K as of Q2 2026.
Western Wealth Management sold 181 Morgan Stanley Pathway Large Cap Equity ETF shares in Q2 2026, an estimated $10.4K.
Morgan Stanley Pathway Large Cap Equity ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #781 holding.
Western Wealth Management first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
34 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.