Morgan Stanley
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Morgan Stanley’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Morgan Stanley’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Sell
9,839
-33,730
-77% -$5.68M ﹤0.01% 4684
2026
Q1 		$2.09M Buy
43,569
+9,844
+29% +$571K ﹤0.01% 4739
2025
Q4 		$1.42M Sell
33,725
-21,973
-39% -$917K ﹤0.01% 5009
2025
Q3 		$1.94M Sell
55,698
-168,082
-75% -$4.68M ﹤0.01% 4811
2025
Q2 		$5.62M Sell
223,780
-302,693
-57% -$4.87M ﹤0.01% 3966
2025
Q1 		$8.4M Sell
526,473
-254,319
-33% -$6.43M ﹤0.01% 3504
2024
Q4 		$21.3M Sell
780,792
-511,585
-40% -$16.3M ﹤0.01% 2686
2024
Q3 		$47.4M Buy
1,292,377
+1,032,341
+397% +$42.3M ﹤0.01% 1877
2024
Q2 		$14.4M Buy
260,036
+10,838
+4% +$504K ﹤0.01% 3015
2024
Q1 		$11.6M Buy
249,198
+156,345
+168% +$6M ﹤0.01% 3221
2023
Q4 		$2.92M Sell
92,853
-315,889
-77% -$6.96M ﹤0.01% 4281
2023
Q3 		$7.71M Buy
408,742
+296,395
+264% +$6.79M ﹤0.01% 3356
2023
Q2 		$2.79M Sell
112,347
-95,607
-46% -$1.76M ﹤0.01% 4200
2023
Q1 		$3.81M Sell
207,954
-131,611
-39% -$1.96M ﹤0.01% 4001
2022
Q4 		$3.28M Buy
339,565
+130,206
+62% +$1.37M ﹤0.01% 4112
2022
Q3 		$1.85M Buy
209,359
+55,062
+36% +$856K ﹤0.01% 4489
2022
Q2 		$2.02M Buy
154,297
+39,117
+34% +$883K ﹤0.01% 4532
2022
Q1 		$4.47M Buy
115,180
+32,613
+39% +$1.45M ﹤0.01% 3808
2021
Q4 		$5.62M Sell
82,567
-28,350
-26% -$1.61M ﹤0.01% 3597
2021
Q3 		$4.44M Buy
110,917
+77,019
+227% +$3.37M ﹤0.01% 3855
2021
Q2 		$1.51M Buy
33,898
+30,208
+819% +$1.16M ﹤0.01% 4837
2021
Q1 		$141K Sell
3,690
-207,585
-98% -$7.77M ﹤0.01% 5846
2020
Q4 		$6.57M Buy
+211,275
New +$5.06M ﹤0.01% 2965
2020
Q3 		– Sell
-116,370
Closed -$1.46M – 6819
2020
Q2 		$1.46M Buy
116,370
+24,810
+27% +$237K ﹤0.01% 3873
2020
Q1 		$578K Sell
91,560
-243,780
-73% -$3.68M ﹤0.01% 4292
2019
Q4 		$6.14M Buy
335,340
+314,190
+1,486% +$4.55M ﹤0.01% 2965
2019
Q3 		$240K Sell
21,150
-86,505
-80% -$943K ﹤0.01% 5045
2019
Q2 		$1.06M Buy
107,655
+2,100
+2% +$20.9K ﹤0.01% 4185
2019
Q1 		$968K Sell
105,555
-514,005
-83% -$3.96M ﹤0.01% 4127
2018
Q4 		$3.44M Buy
619,560
+559,290
+928% +$3.87M ﹤0.01% 3301
2018
Q3 		$622K Sell
60,270
-17,745
-23% -$185K ﹤0.01% 4866
2018
Q2 		$736K Sell
78,015
-34,590
-31% -$354K ﹤0.01% 4831
2018
Q1 		$1.15M Sell
112,605
-5,070
-4% -$56.3K ﹤0.01% 4448
2017
Q4 		$1.08M Buy
117,675
+28,200
+32% +$268K ﹤0.01% 4488
2017
Q3 		$688K Sell
89,475
-10,800
-11% -$69.8K ﹤0.01% 4683
2017
Q2 		$545K Buy
100,275
+69,450
+225% +$395K ﹤0.01% 4746
2017
Q1 		$161K Buy
30,825
+21,915
+246% +$100K ﹤0.01% 5417
2016
Q4 		$34K Sell
8,910
-43,500
-83% -$148K ﹤0.01% 5852
2016
Q3 		$168K Buy
52,410
+38,160
+268% +$98.3K ﹤0.01% 5090
2016
Q2 		$26K Sell
14,250
-116,340
-89% -$205K ﹤0.01% 5763
2016
Q1 		$235K Buy
130,590
+127,635
+4,319% +$182K ﹤0.01% 4886
2015
Q4 		$5K Sell
2,955
-17,565
-86% -$31.3K ﹤0.01% 6378
2015
Q3 		$28K Sell
20,520
-160,365
-89% -$261K ﹤0.01% 5938
2015
Q2 		$379K Buy
180,885
+116,010
+179% +$248K ﹤0.01% 4902
2015
Q1 		$118K Buy
+64,875
New +$118K ﹤0.01% 5462
2014
Q4 		– Sell
-38,700
Closed -$59K – 6660
2014
Q3 		$59K Sell
38,700
-15,375
-28% -$23.1K ﹤0.01% 5669
2014
Q2 		$82K Sell
54,075
-3,375
-6% -$4.2K ﹤0.01% 5581
2014
Q1 		$69K Buy
57,450
+8,925
+18% +$9K ﹤0.01% 5589
2013
Q4 		$45K Buy
+48,525
New +$37.9K ﹤0.01% 5629

Other funds holding SOXL

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley's SOXL Position: Q2 2026 in Review

Morgan Stanley reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 77% in Q2 2026, selling an estimated $5.68M and leaving 9,839 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #4684.

Morgan Stanley first reported a position in SOXL in Q4 2013 and has held it in 49 quarters since. The position peaked at $47.4M in Q3 2024. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Morgan Stanley held 9,839 shares of Direxion Daily Semiconductor Bull 3X ETF worth $2.62M as of Q2 2026.
  • Morgan Stanley sold 33,730 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $5.68M.
  • Direxion Daily Semiconductor Bull 3X ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4684 holding.
  • Morgan Stanley first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2013 and has held it in 49 quarters since.
  • Morgan Stanley's Direxion Daily Semiconductor Bull 3X ETF position peaked at $47.4M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.