Dmitry Balyasny’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.6M | Buy |
79,300
+40,800
| +106% | +$8.08M | 0.02% | 815 |
|
|
2026
Q1 | $6.34M | Buy |
38,500
+34,600
| +887% | +$5.99M | 0.01% | 1262 |
|
|
2025
Q4 | $692K | Sell |
3,900
-98,500
| -96% | -$16.4M | ﹤0.01% | 2361 |
|
|
2025
Q3 | $16.3M | Buy |
102,400
+82,600
| +417% | +$12.2M | 0.02% | 806 |
|
|
2025
Q2 | $2.79M | Buy |
19,800
+4,400
| +29% | +$540K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $1.8M | Sell |
15,400
-129,600
| -89% | -$16.7M | ﹤0.01% | 1752 |
|
|
2024
Q4 | $18.2M | Buy |
145,000
+11,200
| +8% | +$1.38M | 0.03% | 710 |
|
|
2024
Q3 | $13.9M | Buy |
133,800
+8,800
| +7% | +$886K | 0.02% | 793 |
|
|
2024
Q2 | $12.1M | Buy |
125,000
+3,900
| +3% | +$371K | 0.02% | 797 |
|
|
2024
Q1 | $11.4M | Sell |
121,100
-239,000
| -66% | -$21M | 0.02% | 858 |
|
|
2023
Q4 | $33.6M | Buy |
360,100
+10,400
| +3% | +$832K | 0.06% | 397 |
|
|
2023
Q3 | $28.6M | Buy |
+349,700
| New | +$30.4M | 0.06% | 453 |
|
|
2023
Q2 | – | Sell |
-70,500
| Closed | -$6.19M | – | 2606 |
|
|
2023
Q1 | $6.19M | Sell |
70,500
-50,000
| -41% | -$4.67M | 0.02% | 992 |
|
|
2022
Q4 | $10.2M | Hold |
120,500
| – | – | 0.03% | 745 |
|
|
2022
Q3 | $9.52M | Buy |
120,500
+98,300
| +443% | +$8.29M | 0.03% | 711 |
|
|
2022
Q2 | $1.69M | Buy |
+22,200
| New | +$1.82M | 0.01% | 1496 |
|
|
2021
Q3 | – | Sell |
-87,500
| Closed | -$8.02M | – | 2257 |
|
|
2021
Q2 | $8.02M | Sell |
87,500
-112,500
| -56% | -$9.65M | 0.04% | 573 |
|
|
2021
Q1 | $15.5M | Buy |
200,000
+100,000
| +100% | +$7.66M | 0.08% | 351 |
|
|
2020
Q4 | $6.85M | Buy |
+100,000
| New | +$5.74M | 0.04% | 554 |
|
|
2020
Q3 | – | Sell |
-400,000
| Closed | -$19.3M | – | 1480 |
|
|
2020
Q2 | $19.3M | Buy |
400,000
+285,000
| +248% | +$12M | 0.17% | 185 |
|
|
2020
Q1 | $3.91M | Buy |
+115,000
| New | +$5.42M | 0.05% | 465 |
|
|
2019
Q1 | – | Sell |
-275,000
| Closed | -$10.9M | – | 1546 |
|
|
2018
Q4 | $10.9M | Buy |
+275,000
| New | +$12M | 0.08% | 335 |
|
|
2018
Q3 | – | Sell |
-100,000
| Closed | -$4.74M | – | 1914 |
|
|
2018
Q2 | $4.74M | Buy |
+100,000
| New | +$5.23M | 0.02% | 677 |
|
|
2014
Q2 | – | Sell |
-100,000
| Closed | -$3.12M | – | 722 |
|
|
2014
Q1 | $3.12M | Buy |
+100,000
| New | +$3.09M | 0.04% | 432 |
|
Other funds holding MS
Dmitry Balyasny's MS Position: Q2 2026 in Review
Dmitry Balyasny reduced its Morgan Stanley (MS) stake by 55% in Q2 2026, selling an estimated $93.7M and leaving 385,328 shares worth $80.5M. The position accounts for 0.1% of the portfolio, ranked #233.
Dmitry Balyasny first reported a position in MS in Q2 2013 and has held it in 43 quarters since. The position peaked at $397M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Dmitry Balyasny held 385,328 shares of Morgan Stanley worth $80.5M as of Q2 2026.
- Dmitry Balyasny sold 473,233 Morgan Stanley shares in Q2 2026, an estimated $93.7M.
- Morgan Stanley made up 0.1% of Dmitry Balyasny's portfolio in Q2 2026, its #233 holding.
- Dmitry Balyasny first reported a position in Morgan Stanley in Q2 2013 and has held it in 43 quarters since.
- Dmitry Balyasny's Morgan Stanley position peaked at $397M in Q4 2025.
- 2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.