Morgan Stanley
MVV icon

Morgan Stanley’s ProShares Ultra MidCap400 MVV Stock Holding History

Morgan Stanley’s Portfolio MVV Stock Details MVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117 Sell
1
-1
-50% -$76 ﹤0.01% 7771
2025
Q4 		$155 Buy
2
+1
+100% +$69 ﹤0.01% 7657
2025
Q3 		$77 Sell
1
-52
-98% -$3.51K ﹤0.01% 7734
2025
Q2 		$3.41K Buy
53
+16
+43% +$921 ﹤0.01% 7126
2025
Q1 		$2.17K Buy
+37
New +$2.48K ﹤0.01% 7159
2024
Q4 		– Sell
-1
Closed -$79 – 8052
2024
Q3 		$79 Hold
1
– – ﹤0.01% 7480
2024
Q2 		$111 Hold
1
– – ﹤0.01% 7341
2024
Q1 		$116 Sell
1
-1
-50% -$60 ﹤0.01% 7364
2023
Q4 		$118 Buy
+2
New +$98 ﹤0.01% 7427
2022
Q2 		– Sell
-400
Closed -$25K – 7907
2022
Q1 		$25K Hold
400
– – ﹤0.01% 7044
2021
Q4 		$28K Hold
400
– – ﹤0.01% 7073
2021
Q3 		$25K Hold
400
– – ﹤0.01% 7015
2021
Q2 		$26K Buy
+400
New +$25.9K ﹤0.01% 6915
2021
Q1 		– Sell
-700
Closed -$33K – 7531
2020
Q4 		$33K Hold
700
– – ﹤0.01% 6288
2020
Q3 		$22K Hold
700
– – ﹤0.01% 6027
2020
Q2 		$20K Buy
700
+500
+250% +$12.9K ﹤0.01% 6008
2020
Q1 		$4K Sell
200
-943
-83% -$35K ﹤0.01% 6272
2019
Q4 		$52K Hold
1,143
– – ﹤0.01% 5844
2019
Q3 		$46K Buy
1,143
+1
+0.1% +$40 ﹤0.01% 5751
2019
Q2 		$46K Buy
1,142
+200
+21% +$7.96K ﹤0.01% 5638
2019
Q1 		$37K Hold
942
– – ﹤0.01% 5798
2018
Q4 		$29K Sell
942
-200
-18% -$7.43K ﹤0.01% 5935
2018
Q3 		$52K Buy
1,142
+200
+21% +$9.04K ﹤0.01% 5868
2018
Q2 		$40K Hold
942
– – ﹤0.01% 5971
2018
Q1 		$37K Sell
942
-936
-50% -$38.8K ﹤0.01% 5967
2017
Q4 		$77K Buy
1,878
+600
+47% +$23.4K ﹤0.01% 5718
2017
Q3 		$47K Hold
1,278
– – ﹤0.01% 5797
2017
Q2 		$44K Hold
1,278
– – ﹤0.01% 5886
2017
Q1 		$43K Sell
1,278
-1,611
-56% -$53.4K ﹤0.01% 5874
2016
Q4 		$91K Buy
2,889
+468
+19% +$13.5K ﹤0.01% 5602
2016
Q3 		$67K Buy
2,421
+1,944
+408% +$53.1K ﹤0.01% 5468
2016
Q2 		$12K Sell
477
-333
-41% -$8.23K ﹤0.01% 6012
2016
Q1 		$19K Hold
810
– – ﹤0.01% 5931
2015
Q4 		$18K Sell
810
-22,395
-97% -$529K ﹤0.01% 6070
2015
Q3 		$503K Sell
23,205
-22,824
-50% -$562K ﹤0.01% 4609
2015
Q2 		$1.21M Buy
46,029
+42,489
+1,200% +$1.15M ﹤0.01% 4057
2015
Q1 		$96K Buy
3,540
+954
+37% +$24.3K ﹤0.01% 5548
2014
Q4 		$64K Buy
2,586
+27
+1% +$621 ﹤0.01% 5729
2014
Q3 		$56K Sell
2,559
-15,249
-86% -$353K ﹤0.01% 5693
2014
Q2 		$427K Sell
17,808
-8,190
-32% -$181K ﹤0.01% 4697
2014
Q1 		$576K Buy
25,998
+15,000
+136% +$318K ﹤0.01% 4453
2013
Q4 		$233K Buy
+10,998
New +$216K ﹤0.01% 4947

Other funds holding MVV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's MVV Position: Q1 2026 in Review

Morgan Stanley reduced its ProShares Ultra MidCap400 (MVV) stake by 50% in Q1 2026, selling an estimated $76 and leaving 1 share worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #7771.

Morgan Stanley first reported a position in MVV in Q4 2013 and has held it in 42 quarters since. The position peaked at $1.21M in Q2 2015. 18 funds tracked by Wall St. Rank hold MVV as of Q1 2026.

  • Morgan Stanley held 1 share of ProShares Ultra MidCap400 worth $117 as of Q1 2026.
  • Morgan Stanley sold 1 ProShares Ultra MidCap400 share in Q1 2026, an estimated $76.
  • ProShares Ultra MidCap400 made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7771 holding.
  • Morgan Stanley first reported a position in ProShares Ultra MidCap400 in Q4 2013 and has held it in 42 quarters since.
  • Morgan Stanley's ProShares Ultra MidCap400 position peaked at $1.21M in Q2 2015.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.