GKWIM
MS icon

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
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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MS Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $41.6K and leaving 1,637 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #295.

Gerber Kawasaki Wealth & Investment Management first reported a position in MS in Q3 2021 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,637 shares of Morgan Stanley worth $270K as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 240 Morgan Stanley shares in Q1 2026, an estimated $41.6K.
  • Morgan Stanley made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #295 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 4 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Morgan Stanley position peaked at $333K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.