Morgan Stanley’s Direxion Daily Semiconductor Bear 3X ETF SOXS Stock Holding History

Morgan Stanley’s Portfolio SOXS Stock Details SOXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	66,974 +61,472	+1,117%	+$7.33M	﹤0.01%	4814
2026 Q1	$2.19M	Buy	5,502 +1,039	+23%	+$417K	﹤0.01%	4710
2025 Q4	$2.79M	Buy	4,463 +3,123	+233%	+$2.29M	﹤0.01%	4580
2025 Q3	$1.39M	Buy	1,340 +452	+51%	+$623K	﹤0.01%	4991
2025 Q2	$1.4M	Buy	888 +649	+272%	+$2.2M	﹤0.01%	4926
2025 Q1	$1.39M	Buy	239 +35	+17%	+$153K	﹤0.01%	4832
2024 Q4	$917K	Sell	204 -191	-48%	-$823K	﹤0.01%	5135
2024 Q3	$1.6M	Buy	395 +80	+25%	+$388K	﹤0.01%	4777
2024 Q2	$1.43M	Buy	315 +260	+473%	+$1.58M	﹤0.01%	4772
2024 Q1	$352K	Buy	55 +42	+323%	+$381K	﹤0.01%	5474
2023 Q4	$150K	Sell	13 -313	-96%	-$5.91M	﹤0.01%	5793
2023 Q3	$7.3M	Buy	326 +211	+183%	+$4.24M	﹤0.01%	3408
2023 Q2	$2.27M	Buy	115 +72	+167%	+$2.29M	﹤0.01%	4349
2023 Q1	$1.41M	Sell	43 -9	-17%	-$417K	﹤0.01%	4660
2022 Q4	$4.13M	Buy	52 +43	+478%	+$4.11M	﹤0.01%	3920
2022 Q3	$1.28M	Buy	9 +8	+800%	+$788K	﹤0.01%	4731
2022 Q2	$159K	Sell	1 -1	-50%	-$103K	﹤0.01%	6003
2022 Q1	$135K	Hold	2	–	–	﹤0.01%	6136
2021 Q4	$127K	Sell	2 -1	-33%	-$97.6K	﹤0.01%	6299
2021 Q3	$379K	Buy	3 +2	+200%	+$275K	﹤0.01%	5662
2021 Q2	$157K	Sell	1 -1	-50%	-$178K	﹤0.01%	6135
2021 Q1	$327K	Buy	+2	New	+$512K	﹤0.01%	5381
2020 Q4	–	Hold	0	–	–	–	5679
2020 Q3	–	Hold	0	–	–	–	5092
2020 Q2	–	Hold	0	–	–	–	5546
2020 Q1	–	Sell	-1	Closed	-$5.19M	–	4544
2019 Q4	$4.04M	Buy	+1	New	+$6.87M	﹤0.01%	3430
2019 Q3	–	Sell	-1	Closed	-$10.4M	–	3441
2019 Q2	$10.2M	Buy	+1	New	+$13.9M	﹤0.01%	2139
2019 Q1	–	Hold	0	–	–	–	2484
2018 Q4	–	Hold	0	–	–	–	2371
2018 Q3	–	Hold	0	–	–	–	3014
2018 Q2	–	Hold	0	–	–	–	2790
2018 Q1	–	Hold	0	–	–	–	4975
2017 Q4	–	Hold	0	–	–	–	5441
2017 Q3	–	Hold	0	–	–	–	6368
2017 Q2	–	Hold	0	–	-$39K	–	6650
2017 Q1	–	Hold	0	–	–	–	5908
2016 Q4	–	Hold	0	–	–	–	6018
2016 Q3	–	Hold	0	–	–	–	5945
2015 Q1	–	Hold	0	–	-$1K	–	6644
2014 Q4	–	Hold	0	–	–	–	6492
2014 Q3	–	Hold	0	–	–	–	5177

Other funds holding SOXS

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley's SOXS Position: Q2 2026 in Review

Morgan Stanley increased its Direxion Daily Semiconductor Bear 3X ETF (SOXS) stake by 1,117% in Q2 2026, buying an estimated $7.33M and bringing the position to 66,974 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #4814.

Morgan Stanley first reported a position in SOXS in Q2 2019 and has held it in 24 quarters since. The position peaked at $10.2M in Q2 2019. 73 funds tracked by Wall St. Rank hold SOXS as of Q2 2026.

Morgan Stanley held 66,974 shares of Direxion Daily Semiconductor Bear 3X ETF worth $2.17M as of Q2 2026.
Morgan Stanley bought 61,472 Direxion Daily Semiconductor Bear 3X ETF shares in Q2 2026, an estimated $7.33M.
Direxion Daily Semiconductor Bear 3X ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4814 holding.
Morgan Stanley first reported a position in Direxion Daily Semiconductor Bear 3X ETF in Q2 2019 and has held it in 24 quarters since.
Morgan Stanley's Direxion Daily Semiconductor Bear 3X ETF position peaked at $10.2M in Q2 2019.
73 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bear 3X ETF as of Q2 2026.

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