Morgan Stanley
UPW icon

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
Q2 		$27 Hold
1
– – ﹤0.01% 8262
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 Hold
4
– – ﹤0.01% 7388
2023
Q4 		$70 Buy
+4
New +$50 ﹤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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's UPW Position: Q2 2026 in Review

Morgan Stanley held its ProShares Ultra Utilities (UPW) position steady in Q2 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #8262.

Morgan Stanley first reported a position in UPW in Q3 2016 and has held it in 15 quarters since. The position peaked at $30K in Q1 2022. 11 funds tracked by Wall St. Rank hold UPW as of Q2 2026.

  • Morgan Stanley held 1 share of ProShares Ultra Utilities worth $27 as of Q2 2026.
  • Morgan Stanley left its ProShares Ultra Utilities share count unchanged in Q2 2026.
  • ProShares Ultra Utilities made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8262 holding.
  • Morgan Stanley first reported a position in ProShares Ultra Utilities in Q3 2016 and has held it in 15 quarters since.
  • Morgan Stanley's ProShares Ultra Utilities position peaked at $30K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q2 2026.

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