Morgan Stanley
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Morgan Stanley’s ProShares Ultra S&P500 SSO Stock Holding History

Morgan Stanley’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.41K Buy
104
+86
+478% +$4.92K ﹤0.01% 7116
2025
Q4 		$1.09K Sell
18
-400
-96% -$22.9K ﹤0.01% 7346
2025
Q3 		$23.5K Sell
418
-10,700
-96% -$558K ﹤0.01% 6637
2025
Q2 		$543K Buy
11,118
+6,836
+160% +$289K ﹤0.01% 5427
2025
Q1 		$177K Buy
4,282
+254
+6% +$11.7K ﹤0.01% 5780
2024
Q4 		$186K Sell
4,028
-6,294
-61% -$296K ﹤0.01% 5815
2024
Q3 		$465K Buy
10,322
+122
+1% +$5.14K ﹤0.01% 5434
2024
Q2 		$421K Buy
10,200
+10,020
+5,567% +$385K ﹤0.01% 5368
2024
Q1 		$7K Sell
180
-64,856
-100% -$2.29M ﹤0.01% 6807
2023
Q4 		$2.12M Buy
65,036
+53,408
+459% +$1.54M ﹤0.01% 4892
2023
Q3 		$310K Sell
11,628
-2,164
-16% -$62.8K ﹤0.01% 5380
2023
Q2 		$401K Buy
13,792
+7,022
+104% +$184K ﹤0.01% 5324
2023
Q1 		$170K Buy
6,770
+5,452
+414% +$131K ﹤0.01% 5784
2022
Q4 		$29.3K Sell
1,318
-6,376
-83% -$145K ﹤0.01% 6529
2022
Q3 		$153K Sell
7,694
-3,958
-34% -$97.9K ﹤0.01% 5862
2022
Q2 		$261K Sell
11,652
-3,418
-23% -$91.6K ﹤0.01% 5762
2022
Q1 		$495K Sell
15,070
-29,778
-66% -$953K ﹤0.01% 5405
2021
Q4 		$1.64M Sell
44,848
-864
-2% -$29.6K ﹤0.01% 4730
2021
Q3 		$1.37M Buy
45,712
+29,568
+183% +$935K ﹤0.01% 4846
2021
Q2 		$481K Buy
16,144
+4,900
+44% +$139K ﹤0.01% 5542
2021
Q1 		$287K Sell
11,244
-57,708
-84% -$1.4M ﹤0.01% 5454
2020
Q4 		$1.57M Buy
68,952
+80
+0.1% +$1.64K ﹤0.01% 4354
2020
Q3 		$1.26M Sell
68,872
-312
-0.5% -$5.62K ﹤0.01% 4036
2020
Q2 		$1.08M Buy
69,184
+33,864
+96% +$479K ﹤0.01% 4110
2020
Q1 		$392K Sell
35,320
-254,112
-88% -$4.29M ﹤0.01% 4521
2019
Q4 		$5.46M Buy
289,432
+137,496
+90% +$2.37M ﹤0.01% 3114
2019
Q3 		$2.44M Buy
151,936
+23,976
+19% +$381K ﹤0.01% 3600
2019
Q2 		$2.02M Buy
127,960
+58,184
+83% +$884K ﹤0.01% 3761
2019
Q1 		$1.03M Sell
69,776
-95,752
-58% -$1.3M ﹤0.01% 4093
2018
Q4 		$1.92M Buy
165,528
+43,504
+36% +$592K ﹤0.01% 3805
2018
Q3 		$1.95M Sell
122,024
-140,600
-54% -$2.15M ﹤0.01% 4024
2018
Q2 		$3.65M Buy
262,624
+188,592
+255% +$2.6M ﹤0.01% 3519
2018
Q1 		$977K Sell
74,032
-155,384
-68% -$2.21M ﹤0.01% 4556
2017
Q4 		$3.14M Buy
229,416
+118,216
+106% +$1.53M ﹤0.01% 3598
2017
Q3 		$1.34M Sell
111,200
-240,560
-68% -$2.79M ﹤0.01% 4220
2017
Q2 		$3.93M Buy
351,760
+215,112
+157% +$2.35M ﹤0.01% 3125
2017
Q1 		$1.45M Sell
136,648
-31,312
-19% -$322K ﹤0.01% 4089
2016
Q4 		$1.6M Buy
167,960
+97,896
+140% +$885K ﹤0.01% 4115
2016
Q3 		$622K Sell
70,064
-85,256
-55% -$752K ﹤0.01% 4393
2016
Q2 		$1.29M Sell
155,320
-66,864
-30% -$542K ﹤0.01% 3774
2016
Q1 		$1.77M Buy
222,184
+102,288
+85% +$734K ﹤0.01% 3442
2015
Q4 		$945K Buy
119,896
+83,024
+225% +$661K ﹤0.01% 4088
2015
Q3 		$257K Sell
36,872
-89,232
-71% -$696K ﹤0.01% 4976
2015
Q2 		$1.02M Sell
126,104
-5,976
-5% -$50K ﹤0.01% 4183
2015
Q1 		$1.07M Sell
132,080
-430,064
-77% -$3.47M ﹤0.01% 4083
2014
Q4 		$4.51M Buy
562,144
+158,160
+39% +$1.21M ﹤0.01% 2820
2014
Q3 		$2.97M Buy
403,984
+249,424
+161% +$1.84M ﹤0.01% 3126
2014
Q2 		$1.12M Sell
154,560
-174,912
-53% -$1.19M ﹤0.01% 3965
2014
Q1 		$2.17M Sell
329,472
-2,386,064
-88% -$15.1M ﹤0.01% 3347
2013
Q4 		$17.4M Sell
2,715,536
-27,536
-1% -$161K 0.01% 1471
2013
Q3 		$14.5M Buy
+2,743,072
New +$14.4M 0.01% 1475

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley's SSO Position: Q1 2026 in Review

Morgan Stanley increased its ProShares Ultra S&P500 (SSO) stake by 478% in Q1 2026, buying an estimated $4.92K and bringing the position to 104 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #7116.

Morgan Stanley first reported a position in SSO in Q3 2013 and has held it in 51 quarters since. The position peaked at $17.4M in Q4 2013. 213 funds tracked by Wall St. Rank hold SSO as of Q1 2026.

  • Morgan Stanley held 104 shares of ProShares Ultra S&P500 worth $5.41K as of Q1 2026.
  • Morgan Stanley bought 86 ProShares Ultra S&P500 shares in Q1 2026, an estimated $4.92K.
  • ProShares Ultra S&P500 made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7116 holding.
  • Morgan Stanley first reported a position in ProShares Ultra S&P500 in Q3 2013 and has held it in 51 quarters since.
  • Morgan Stanley's ProShares Ultra S&P500 position peaked at $17.4M in Q4 2013.
  • 213 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2026.

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