Gerber Kawasaki Wealth & Investment Management

Position in MS — Morgan Stanley

CIK 1666736 SANTA MONICA, CA

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$380,243

+$110,842 QoQ

Shares Held

1,819

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,989

of 2,723 holders

Holding Since

Sep 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gerber Kawasaki Wealth & Investment Management holds $3,730,367 across 5 Capital Markets names. MS ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	7,769	$2,188,371
2	GS	Goldman Sachs Group Inc	642	$649,299
3	MS	Morgan Stanley This page	1,819	$380,243
4	HOOD	Robinhood Markets, Inc.	2,671	$267,847
5	SCHW	Schwab Charles Corp	2,651	$244,607

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,243	1,819	+11.1%	Shares	Sole	2026-08-07
2026-03-31	$269,401	1,637	-12.8%	Shares	Sole	2026-05-07
2025-12-31	$333,223	1,877	+14.9%	Shares	Sole	2026-02-13
2025-09-30	$259,581	1,633	+81550.0%	Shares	Sole	2025-11-13
2021-09-30	$194	2	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.