Morgan Stanley’s ProShares UltraPro MidCap400 UMDD Stock Holding History

Morgan Stanley’s Portfolio UMDD Stock Details UMDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43	Hold	1	–	–	﹤0.01%	8139
2026 Q1	$40	Hold	1	–	–	﹤0.01%	8031
2025 Q4	$48	Hold	1	–	–	﹤0.01%	7873
2025 Q3	$33	Sell	1 -124	-99%	-$3.07K	﹤0.01%	7963
2025 Q2	$2.84K	Buy	125 +70	+127%	+$1.39K	﹤0.01%	7157
2025 Q1	$1.16K	Buy	55 +54	+5,400%	+$1.4K	﹤0.01%	7262
2024 Q4	$29	Hold	1	–	–	﹤0.01%	7785
2024 Q3	$44	Buy	+1	New	+$26	﹤0.01%	7618
2024 Q1	–	Sell	-2	Closed	-$48	–	7967
2023 Q4	$48	Buy	2 +1	+100%	+$18	﹤0.01%	7482
2023 Q3	$18	Buy	+1	New	+$20	﹤0.01%	7541
2014 Q4	–	Sell	-310	Closed	-$3K	–	6671
2014 Q3	$3K	Sell	310 -20,000	-98%	-$213K	﹤0.01%	6403
2014 Q2	$228K	Buy	20,310 +6,800	+50%	+$67.4K	﹤0.01%	5083
2014 Q1	$135K	Buy	+13,510	New	+$127K	﹤0.01%	5308

Other funds holding UMDD

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley's UMDD Position: Q2 2026 in Review

Morgan Stanley held its ProShares UltraPro MidCap400 (UMDD) position steady in Q2 2026 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #8139.

Morgan Stanley first reported a position in UMDD in Q1 2014 and has held it in 13 quarters since. The position peaked at $228K in Q2 2014. 6 funds tracked by Wall St. Rank hold UMDD as of Q2 2026.

Morgan Stanley held 1 share of ProShares UltraPro MidCap400 worth $43 as of Q2 2026.
Morgan Stanley left its ProShares UltraPro MidCap400 share count unchanged in Q2 2026.
ProShares UltraPro MidCap400 made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8139 holding.
Morgan Stanley first reported a position in ProShares UltraPro MidCap400 in Q1 2014 and has held it in 13 quarters since.
Morgan Stanley's ProShares UltraPro MidCap400 position peaked at $228K in Q2 2014.
6 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.