Gilbert & Cook, Inc.

Position in MS — Morgan Stanley

CIK 1675762 WEST DES MOINES, IA

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$535,769

+$120,889 QoQ

Shares Held

2,563

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,750

of 2,722 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gilbert & Cook, Inc. holds $1,488,339 across 3 Capital Markets names. MS ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	2,250	$633,780
2	MS	Morgan Stanley This page	2,563	$535,769
3	HOOD	Robinhood Markets, Inc.	3,179	$318,790

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,769	2,563	+1.7%	Shares	Sole	2026-07-28
2026-03-31	$414,880	2,521	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.