Morgan Stanley’s ProShares Ultra Utilities UPW Stock Holding History

Morgan Stanley’s Portfolio UPW Stock Details UPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31	Sell	1 -1	-50%	-$24	﹤0.01%	8099
2025 Q4	$44	Sell	2 -2	-50%	-$47	﹤0.01%	7901
2025 Q3	$119	Sell	4 -96	-96%	-$2.06K	﹤0.01%	7663
2025 Q2	$2.08K	Buy	100 +16	+19%	+$309	﹤0.01%	7211
2025 Q1	$1.64K	Buy	84 +76	+950%	+$1.44K	﹤0.01%	7208
2024 Q4	$159	Buy	8 +4	+100%	+$79	﹤0.01%	7430
2024 Q3	$111	Hold	4	–	–	﹤0.01%	7427
2024 Q2	$111	Hold	4	–	–	﹤0.01%	7342
2024 Q1	$85	Sell	4 -4	-50%	-$51	﹤0.01%	7388
2023 Q4	$140	Buy	+8	New	+$99	﹤0.01%	7399
2022 Q3	–	Sell	-1,504	Closed	-$26K	–	7878
2022 Q2	$26K	Hold	1,504	–	–	﹤0.01%	6889
2022 Q1	$30K	Hold	1,504	–	–	﹤0.01%	6966
2021 Q4	$28K	Buy	+1,504	New	+$24.8K	﹤0.01%	7076
2016 Q4	–	Sell	-2,400	Closed	-$24K	–	6566
2016 Q3	$24K	Buy	+2,400	New	+$25.3K	﹤0.01%	5858

Other funds holding UPW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's UPW Position: Q1 2026 in Review

Morgan Stanley reduced its ProShares Ultra Utilities (UPW) stake by 50% in Q1 2026, selling an estimated $24 and leaving 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #8099.

Morgan Stanley first reported a position in UPW in Q3 2016 and has held it in 14 quarters since. The position peaked at $30K in Q1 2022. 9 funds tracked by Wall St. Rank hold UPW as of Q1 2026.

Morgan Stanley held 1 share of ProShares Ultra Utilities worth $31 as of Q1 2026.
Morgan Stanley sold 1 ProShares Ultra Utilities share in Q1 2026, an estimated $24.
ProShares Ultra Utilities made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8099 holding.
Morgan Stanley first reported a position in ProShares Ultra Utilities in Q3 2016 and has held it in 14 quarters since.
Morgan Stanley's ProShares Ultra Utilities position peaked at $30K in Q1 2022.
9 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2026.

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