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	-19,300	Closed	-$3.43M	–	450
2025 Q4	$3.43M	Sell	19,300 -94,600	-83%	-$15.8M	0.13%	91
2025 Q3	$18.1M	Sell	113,900 -390,100	-77%	-$57.6M	0.31%	58
2025 Q2	$71M	Buy	504,000 +377,600	+299%	+$46.4M	1.28%	23
2025 Q1	$14.7M	Buy	126,400 +69,900	+124%	+$9.01M	0.37%	61
2024 Q4	$7.1M	Buy	+56,500	New	+$6.96M	0.13%	121
2024 Q3	–	Sell	-500	Closed	-$48.6K	–	488
2024 Q2	$48.6K	Sell	500 -176,700	-100%	-$16.8M	﹤0.01%	524
2024 Q1	$16.7M	Sell	177,200 -1,107,700	-86%	-$97.5M	0.14%	139
2023 Q4	$120M	Buy	1,284,900 +1,284,800	+1,284,800%	+$103M	1.01%	20
2023 Q3	$8.17K	Sell	100 -264,600	-100%	-$23M	﹤0.01%	476
2023 Q2	$22.6M	Buy	+264,700	New	+$22.6M	0.13%	142
2023 Q1	–	Sell	-697,600	Closed	-$59.3M	–	491
2022 Q4	$59.3M	Sell	697,600 -53,100	-7%	-$4.53M	0.28%	92
2022 Q3	$59.3M	Buy	750,700 +582,400	+346%	+$49.1M	0.35%	73
2022 Q2	$12.8M	Sell	168,300 -311,700	-65%	-$25.5M	0.2%	98
2022 Q1	$42M	Buy	480,000 +333,000	+227%	+$32.1M	0.51%	42
2021 Q4	$14.4M	Sell	147,000 -1,081,100	-88%	-$108M	0.15%	103
2021 Q3	$120M	Buy	1,228,100 +466,200	+61%	+$46.2M	0.5%	46
2021 Q2	$69.9M	Sell	761,900 -213,400	-22%	-$18.3M	0.39%	65
2021 Q1	$75.7M	Buy	975,300 +8,100	+0.8%	+$621K	0.41%	45
2020 Q4	$66.3M	Buy	967,200 +454,900	+89%	+$26.1M	0.51%	44
2020 Q3	$24.8M	Sell	512,300 -656,500	-56%	-$33.1M	0.29%	82
2020 Q2	$56.5M	Buy	1,168,800 +983,800	+532%	+$41.3M	0.64%	49
2020 Q1	$6.29M	Sell	185,000 -33,500	-15%	-$1.58M	0.07%	213
2019 Q4	$11.2M	Buy	218,500 +18,500	+9%	+$876K	0.09%	209
2019 Q3	$8.53M	Hold	200,000	–	–	0.06%	258
2019 Q2	$8.76M	Sell	200,000 -47,900	-19%	-$2.14M	0.09%	204
2019 Q1	$10.5M	Buy	247,900 +62,300	+34%	+$2.62M	0.14%	119
2018 Q4	$7.36M	Buy	185,600 +135,600	+271%	+$5.92M	0.13%	212
2018 Q3	$2.33M	Sell	50,000 -456,300	-90%	-$22.3M	0.02%	509
2018 Q2	$24M	Buy	506,300 +153,800	+44%	+$8.04M	0.19%	115
2018 Q1	$19M	Sell	352,500 -360,800	-51%	-$20M	0.15%	147
2017 Q4	$37.4M	Sell	713,300 -479,600	-40%	-$24.3M	0.19%	120
2017 Q3	$57.5M	Sell	1,192,900 -112,900	-9%	-$5.24M	0.25%	65
2017 Q2	$58.2M	Sell	1,305,800 -646,700	-33%	-$27.9M	0.32%	59
2017 Q1	$83.6M	Buy	1,952,500 +177,500	+10%	+$7.88M	0.63%	32
2016 Q4	$75M	Buy	1,775,000 +1,234,900	+229%	+$46.7M	0.72%	21
2016 Q3	$17.3M	Sell	540,100 -222,900	-29%	-$6.65M	0.16%	142
2016 Q2	$19.8M	Buy	763,000 +253,000	+50%	+$6.62M	0.31%	87
2016 Q1	$12.8M	Buy	+510,000	New	+$13M	0.2%	123
2015 Q4	–	Sell	-500,000	Closed	-$15.8M	–	988
2015 Q3	$15.8M	Buy	+500,000	New	+$18.2M	0.18%	111
2014 Q3	–	Sell	-400,000	Closed	-$12.9M	–	359
2014 Q2	$12.9M	Buy	+400,000	New	+$12.3M	0.27%	115
2014 Q1	–	Sell	-33,000	Closed	-$1.03M	–	286
2013 Q4	$1.03M	Sell	33,000 -219,900	-87%	-$6.54M	0.04%	132
2013 Q3	$6.82M	Buy	252,900 +52,900	+26%	+$1.42M	0.5%	54
2013 Q2	$4.89M	Buy	+200,000	New	+$4.74M	0.3%	72

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. 2,488 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.
2,488 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.