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Geremia Financial Services’s Morgan Stanley MS Stock Holding History

Geremia Financial Services’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 		$8.36M Hold
40,000
– – 8.87% 7
2026
Q1 		$6.58M Buy
+40,000
New +$6.93M 5.36% 10

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Geremia Financial Services's MS Position: Q2 2026 in Review

Geremia Financial Services held its Morgan Stanley (MS) position steady in Q2 2026 at 40,000 shares worth $8.36M. The position accounts for 8.87% of the portfolio, ranked #7.

Geremia Financial Services first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Geremia Financial Services held 40,000 shares of Morgan Stanley worth $8.36M as of Q2 2026.
  • Geremia Financial Services left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 8.87% of Geremia Financial Services's portfolio in Q2 2026, its #7 holding.
  • Geremia Financial Services first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Geremia Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.