Gilbert & Cook’s Morgan Stanley MS Stock Holding History

Gilbert & Cook’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	$536K	Buy	2,563 +42	+2%	+$8.32K	0.06%	150
2026 Q1	$415K	Buy	+2,521	New	+$436K	0.05%	163

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gilbert & Cook's MS Position: Q2 2026 in Review

Gilbert & Cook increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $8.32K and bringing the position to 2,563 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #150.

Gilbert & Cook first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Gilbert & Cook held 2,563 shares of Morgan Stanley worth $536K as of Q2 2026.
Gilbert & Cook bought 42 Morgan Stanley shares in Q2 2026, an estimated $8.32K.
Morgan Stanley made up 0.06% of Gilbert & Cook's portfolio in Q2 2026, its #150 holding.
Gilbert & Cook first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.