Laurion Capital Management’s Morgan Stanley MS Stock Holding History

Laurion Capital Management’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 Q1	–	Sell	-5,254	Closed	-$933K	–	451
2025 Q4	$933K	Sell	5,254 -18,091	-77%	-$3.02M	0.03%	143
2025 Q3	$3.71M	Buy	+23,345	New	+$3.45M	0.06%	138
2025 Q2	–	Sell	-33,893	Closed	-$4.16M	–	474
2025 Q1	$3.95M	Sell	33,893 -5,421	-14%	-$699K	0.1%	121
2024 Q4	$4.94M	Buy	+39,314	New	+$4.84M	0.09%	144
2024 Q3	–	Sell	-8,162	Closed	-$793K	–	489
2024 Q2	$793K	Buy	+8,162	New	+$777K	0.01%	316
2023 Q4	–	Sell	-46,606	Closed	-$3.73M	–	560
2023 Q3	$3.81M	Buy	46,606 +33,621	+259%	+$2.92M	0.02%	298
2023 Q2	$1.11M	Sell	12,985 -441,526	-97%	-$37.8M	0.01%	359
2023 Q1	$39.9M	Buy	454,511 +159,233	+54%	+$14.9M	0.27%	89
2022 Q4	$25.1M	Sell	295,278 -75,257	-20%	-$6.41M	0.12%	158
2022 Q3	$29.3M	Sell	370,535 -248,045	-40%	-$20.9M	0.17%	113
2022 Q2	$47M	Buy	+618,580	New	+$50.7M	0.73%	31
2021 Q4	–	Sell	-592,553	Closed	-$59M	–	680
2021 Q3	$57.7M	Buy	592,553 +583,163	+6,210%	+$57.8M	0.24%	104
2021 Q2	$861K	Sell	9,390 -413,267	-98%	-$35.4M	﹤0.01%	458
2021 Q1	$32.8M	Buy	+422,657	New	+$32.4M	0.18%	117
2020 Q4	–	Sell	-407,382	Closed	-$23.4M	–	855
2020 Q3	$19.7M	Buy	407,382 +395,582	+3,352%	+$19.9M	0.23%	104
2020 Q2	$570K	Sell	11,800 -92,481	-89%	-$3.88M	0.01%	588
2020 Q1	$3.55M	Buy	+104,281	New	+$4.91M	0.04%	284
2019 Q4	–	Sell	-131,449	Closed	-$6.22M	–	1104
2019 Q3	$5.61M	Buy	131,449 +2,349	+2%	+$100K	0.04%	317
2019 Q2	$5.66M	Buy	129,100 +82,239	+175%	+$3.67M	0.06%	255
2019 Q1	$1.98M	Sell	46,861 -336,984	-88%	-$14.2M	0.03%	316
2018 Q4	$15.2M	Buy	+383,845	New	+$16.8M	0.27%	91
2018 Q3	–	Sell	-730,099	Closed	-$35.7M	–	1418
2018 Q2	$34.6M	Buy	730,099 +376,016	+106%	+$19.6M	0.28%	83
2018 Q1	$19.1M	Buy	+354,083	New	+$19.6M	0.15%	145
2017 Q3	–	Sell	-109,300	Closed	-$5.07M	–	1783
2017 Q2	$4.87M	Sell	109,300 -886,908	-89%	-$38.2M	0.03%	515
2017 Q1	$42.7M	Buy	+996,208	New	+$44.2M	0.32%	72
2016 Q4	–	Sell	-293,122	Closed	-$11.1M	–	1218
2016 Q3	$9.4M	Buy	293,122 +50,536	+21%	+$1.51M	0.09%	225
2016 Q2	$6.3M	Buy	242,586 +232,536	+2,314%	+$6.08M	0.1%	233
2016 Q1	$251K	Sell	10,050 -108,600	-92%	-$2.77M	﹤0.01%	631
2015 Q4	$3.77M	Buy	118,650 +62,822	+113%	+$2.09M	0.03%	335
2015 Q3	$1.76M	Buy	55,828 +45,778	+456%	+$1.67M	0.02%	341
2015 Q2	$390K	Sell	10,050 -34,300	-77%	-$1.31M	﹤0.01%	500
2015 Q1	$1.58M	Buy	44,350 +34,300	+341%	+$1.23M	0.03%	224
2014 Q4	$390K	Sell	10,050 -3,550	-26%	-$126K	0.01%	223
2014 Q3	$470K	Hold	13,600	–	–	0.01%	186
2014 Q2	$440K	Sell	13,600 -24	-0.2%	-$740	0.01%	236
2014 Q1	$425K	Buy	13,624 +24	+0.2%	+$741	0.02%	195
2013 Q4	$426K	Hold	13,600	–	–	0.01%	156
2013 Q3	$367K	Buy	13,600 +1,574	+13%	+$42.2K	0.03%	130
2013 Q2	$294K	Buy	+12,026	New	+$285K	0.02%	135

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laurion Capital Management's MS Position: Q1 2026 in Review

Laurion Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 5,254 shares — an estimated $933K sold.

Laurion Capital Management first reported a position in MS in Q2 2013 and held it in 39 quarters. The position peaked at $57.7M in Q3 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Laurion Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Laurion Capital Management sold 5,254 Morgan Stanley shares in Q1 2026, an estimated $933K.
Laurion Capital Management first reported a position in Morgan Stanley in Q2 2013 and held it in 39 quarters.
Laurion Capital Management's Morgan Stanley position peaked at $57.7M in Q3 2021.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Laurion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.