Gateway Wealth Partners, LLC

Position in MS — Morgan Stanley

CIK 1966037 APPLETON, WI

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,677,127

-$19,095 QoQ

Shares Held

8,023

-22.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,156

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $4,654,447 across 3 Capital Markets names. MS ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,525	$2,553,709
2	MS	Morgan Stanley This page	8,023	$1,677,127
3	SCHW	Schwab Charles Corp	4,591	$423,611

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,677,127	8,023	-22.2%	Shares	Sole	2026-08-04
2026-03-31	$1,696,222	10,307	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.