Morgan Stanley
UDN icon

Morgan Stanley’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Morgan Stanley’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$359K Sell
19,948
-46,048
-70% -$840K ﹤0.01% 5634
2025
Q4 		$1.2M Sell
65,996
-345,595
-84% -$6.41M ﹤0.01% 5087
2025
Q3 		$7.75M Buy
411,591
+23,584
+6% +$442K ﹤0.01% 3776
2025
Q2 		$7.34M Buy
388,007
+115,823
+43% +$2.12M ﹤0.01% 3734
2025
Q1 		$4.78M Buy
272,184
+265,569
+4,015% +$4.54M ﹤0.01% 3960
2024
Q4 		$111K Sell
6,615
-8,221
-55% -$148K ﹤0.01% 6014
2024
Q3 		$281K Buy
14,836
+470
+3% +$8.71K ﹤0.01% 5624
2024
Q2 		$257K Buy
14,366
+701
+5% +$12.6K ﹤0.01% 5568
2024
Q1 		$246K Sell
13,665
-69,125
-83% -$1.25M ﹤0.01% 5657
2023
Q4 		$1.53M Buy
82,790
+35,905
+77% +$668K ﹤0.01% 5091
2023
Q3 		$861K Buy
46,885
+104
+0.2% +$1.96K ﹤0.01% 4886
2023
Q2 		$880K Sell
46,781
-24,343
-34% -$459K ﹤0.01% 4906
2023
Q1 		$1.33M Sell
71,124
-70,140
-50% -$1.3M ﹤0.01% 4696
2022
Q4 		$2.61M Buy
141,264
+85,852
+155% +$1.53M ﹤0.01% 4283
2022
Q3 		$948K Sell
55,412
-297,513
-84% -$5.29M ﹤0.01% 4910
2022
Q2 		$6.5M Buy
352,925
+311,779
+758% +$5.87M ﹤0.01% 3511
2022
Q1 		$808K Sell
41,146
-7,815
-16% -$156K ﹤0.01% 5119
2021
Q4 		$991K Sell
48,961
-62,260
-56% -$1.27M ﹤0.01% 5072
2021
Q3 		$2.29M Sell
111,221
-113,721
-51% -$2.38M ﹤0.01% 4459
2021
Q2 		$4.74M Sell
224,942
-6,221
-3% -$133K ﹤0.01% 3833
2021
Q1 		$4.84M Sell
231,163
-66,699
-22% -$1.43M ﹤0.01% 3447
2020
Q4 		$6.49M Buy
297,862
+117,076
+65% +$2.49M ﹤0.01% 2980
2020
Q3 		$3.78M Buy
180,786
+33,895
+23% +$709K ﹤0.01% 2989
2020
Q2 		$2.97M Buy
146,891
+55,368
+60% +$1.11M ﹤0.01% 3203
2020
Q1 		$1.83M Sell
91,523
-28,102
-23% -$564K ﹤0.01% 3443
2019
Q4 		$2.45M Buy
119,625
+52,744
+79% +$1.08M ﹤0.01% 3875
2019
Q3 		$1.35M Sell
66,881
-10,587
-14% -$217K ﹤0.01% 4104
2019
Q2 		$1.62M Buy
77,468
+52,727
+213% +$1.09M ﹤0.01% 3932
2019
Q1 		$512K Buy
24,741
+10,074
+69% +$211K ﹤0.01% 4536
2018
Q4 		$308K Sell
14,667
-2,106
-13% -$44.6K ﹤0.01% 5084
2018
Q3 		$361K Sell
16,773
-3,516
-17% -$75.8K ﹤0.01% 5170
2018
Q2 		$440K Sell
20,289
-3,169
-14% -$70.2K ﹤0.01% 5184
2018
Q1 		$536K Buy
23,458
+18,512
+374% +$423K ﹤0.01% 4962
2017
Q4 		$110K Sell
4,946
-2,049
-29% -$45.3K ﹤0.01% 5608
2017
Q3 		$156K Sell
6,995
-1,838
-21% -$40.9K ﹤0.01% 5453
2017
Q2 		$193K Sell
8,833
-2,382
-21% -$50.6K ﹤0.01% 5354
2017
Q1 		$233K Sell
11,215
-692
-6% -$14.4K ﹤0.01% 5253
2016
Q4 		$244K Buy
11,907
+5
+0% +$105 ﹤0.01% 5279
2016
Q3 		$263K Buy
11,902
+46
+0.4% +$1.01K ﹤0.01% 4886
2016
Q2 		$261K Sell
11,856
-59,433
-83% -$1.33M ﹤0.01% 4801
2016
Q1 		$1.59M Buy
71,289
+470
+0.7% +$10.2K ﹤0.01% 3536
2015
Q4 		$1.52M Buy
70,819
+57,583
+435% +$1.25M ﹤0.01% 3732
2015
Q3 		$291K Buy
13,236
+455
+4% +$9.99K ﹤0.01% 4899
2015
Q2 		$283K Buy
12,781
+687
+6% +$15.1K ﹤0.01% 5069
2015
Q1 		$260K Sell
12,094
-4,731
-28% -$106K ﹤0.01% 5067
2014
Q4 		$400K Sell
16,825
-6,071
-27% -$150K ﹤0.01% 4830
2014
Q3 		$575K Buy
22,896
+4,256
+23% +$112K ﹤0.01% 4478
2014
Q2 		$507K Sell
18,640
-1,807
-9% -$48.9K ﹤0.01% 4562
2014
Q1 		$553K Buy
20,447
+1,132
+6% +$30.5K ﹤0.01% 4476
2013
Q4 		$523K Sell
19,315
-209
-1% -$5.64K ﹤0.01% 4418
2013
Q3 		$528K Sell
19,524
-6,084
-24% -$161K ﹤0.01% 4292
2013
Q2 		$666K Buy
+25,608
New +$672K ﹤0.01% 4051

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's UDN Position: Q1 2026 in Review

Morgan Stanley reduced its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 70% in Q1 2026, selling an estimated $840K and leaving 19,948 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #5634.

Morgan Stanley first reported a position in UDN in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.75M in Q3 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Morgan Stanley held 19,948 shares of Invesco DB US Dollar Index Bearish Fund worth $359K as of Q1 2026.
  • Morgan Stanley sold 46,048 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $840K.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5634 holding.
  • Morgan Stanley first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco DB US Dollar Index Bearish Fund position peaked at $7.75M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

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