Morgan Stanley
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Morgan Stanley’s ProShares Ultra Consumer Discretionary UCC Stock Holding History

Morgan Stanley’s Portfolio UCC Stock Details UCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24
Closed -$1.12K – 8380
2025
Q2 		$1.12K Sell
24
-6
-20% -$244 ﹤0.01% 7323
2025
Q1 		$1.21K Buy
+30
New +$1.44K ﹤0.01% 7258
2024
Q4 		– Sell
-1
Closed -$72 – 8090
2024
Q3 		$72 Hold
1
– – ﹤0.01% 7493
2024
Q2 		$67 Hold
1
– – ﹤0.01% 7431
2024
Q1 		$70 Buy
+1
New +$35 ﹤0.01% 7414

Other funds holding UCC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's UCC Position: Q3 2025 in Review

Morgan Stanley sold out of ProShares Ultra Consumer Discretionary (UCC) in Q3 2025, closing a stake of 24 shares — an estimated $1.12K sold.

Morgan Stanley first reported a position in UCC in Q1 2024 and held it in 5 quarters. The position peaked at $1.21K in Q1 2025. 7 funds tracked by Wall St. Rank hold UCC as of Q3 2025.

  • Morgan Stanley reported no remaining ProShares Ultra Consumer Discretionary position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 24 ProShares Ultra Consumer Discretionary shares in Q3 2025, an estimated $1.12K.
  • Morgan Stanley first reported a position in ProShares Ultra Consumer Discretionary in Q1 2024 and held it in 5 quarters.
  • Morgan Stanley's ProShares Ultra Consumer Discretionary position peaked at $1.21K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra Consumer Discretionary as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.