Morgan Stanley
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Morgan Stanley’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Morgan Stanley’s Portfolio UBOT Stock Details UBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37 Hold
1
– – ﹤0.01% 8045
2025
Q4 		$48 Sell
1
-1
-50% -$26 ﹤0.01% 7872
2025
Q3 		$71 Sell
2
-93
-98% -$2.14K ﹤0.01% 7755
2025
Q2 		$2.1K Sell
95
-130
-58% -$2.38K ﹤0.01% 7209
2025
Q1 		$3.95K Buy
225
+48
+27% +$1.1K ﹤0.01% 7041
2024
Q4 		$4.04K Sell
177
-82
-32% -$1.98K ﹤0.01% 7057
2024
Q3 		$6.15K Buy
259
+82
+46% +$1.81K ﹤0.01% 6852
2024
Q2 		$4.03K Sell
177
-1
-0.6% -$23 ﹤0.01% 6907
2024
Q1 		$4.47K Sell
178
-178
-50% -$4.04K ﹤0.01% 6920
2023
Q4 		$7.36K Buy
356
+179
+101% +$3.03K ﹤0.01% 6906
2023
Q3 		$2.85K Buy
177
+1
+0.6% +$20 ﹤0.01% 7046
2023
Q2 		$3.96K Hold
176
– – ﹤0.01% 7036
2023
Q1 		$3.16K Hold
176
– – ﹤0.01% 7152
2022
Q4 		$2.12K Hold
176
– – ﹤0.01% 7360
2022
Q3 		$2K Hold
176
– – ﹤0.01% 7491
2022
Q2 		$2K Hold
176
– – ﹤0.01% 7610
2022
Q1 		$5K Hold
176
– – ﹤0.01% 7591
2021
Q4 		$8K Hold
176
– – ﹤0.01% 7540
2021
Q3 		$8K Hold
176
– – ﹤0.01% 7402
2021
Q2 		$8K Hold
176
– – ﹤0.01% 7300
2021
Q1 		$7K Sell
176
-18,304
-99% -$787K ﹤0.01% 7040
2020
Q4 		$750K Sell
18,480
-1,675
-8% -$66.6K ﹤0.01% 4825
2020
Q3 		$690K Sell
20,155
-11,535
-36% -$339K ﹤0.01% 4462
2020
Q2 		$705K Buy
31,690
+17,746
+127% +$301K ﹤0.01% 4410
2020
Q1 		$153K Buy
13,944
+12,667
+992% +$273K ﹤0.01% 4991
2019
Q4 		$34K Hold
1,277
– – ﹤0.01% 5964
2019
Q3 		$26K Hold
1,277
– – ﹤0.01% 5938
2019
Q2 		$31K Sell
1,277
-1,372
-52% -$32.8K ﹤0.01% 5792
2019
Q1 		$61K Buy
+2,649
New +$52.5K ﹤0.01% 5582

Other funds holding UBOT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Morgan Stanley's UBOT Position: Q1 2026 in Review

Morgan Stanley held its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) position steady in Q1 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #8045.

Morgan Stanley first reported a position in UBOT in Q1 2019 and has held it in 29 quarters since. The position peaked at $750K in Q4 2020. 9 funds tracked by Wall St. Rank hold UBOT as of Q1 2026.

  • Morgan Stanley held 1 share of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF worth $37 as of Q1 2026.
  • Morgan Stanley left its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF share count unchanged in Q1 2026.
  • Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8045 holding.
  • Morgan Stanley first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q1 2019 and has held it in 29 quarters since.
  • Morgan Stanley's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $750K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q1 2026.

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