Gerber Kawasaki Wealth & Investment Management’s Morgan Stanley MS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2026 Q2	$380K	Buy	1,819 +182	+11%	+$36K	0.01%	271
2026 Q1	$270K	Sell	1,637 -240	-13%	-$41.6K	0.01%	295
2025 Q4	$333K	Buy	1,877 +244	+15%	+$40.7K	0.01%	269
2025 Q3	$260K	Buy	+1,633	New	+$241K	0.01%	288
2021 Q4	–	Sell	-2	Closed	-$2K	–	777
2021 Q3	$2K	Buy	+2	New	+$198	﹤0.01%	909

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MS Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $36K and bringing the position to 1,819 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #271.

Gerber Kawasaki Wealth & Investment Management first reported a position in MS in Q3 2021 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,819 shares of Morgan Stanley worth $380K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 182 Morgan Stanley shares in Q2 2026, an estimated $36K.
Morgan Stanley made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #271 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 5 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.