Morgan Stanley
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Morgan Stanley’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Morgan Stanley’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.2M Buy
798,024
+190,326
+31% +$5.19M ﹤0.01% 2858
2025
Q4 		$16.4M Sell
607,698
-627,138
-51% -$17.5M ﹤0.01% 3112
2025
Q3 		$34M Buy
1,234,836
+239,300
+24% +$6.55M ﹤0.01% 2363
2025
Q2 		$26.8M Sell
995,536
-979,953
-50% -$27M ﹤0.01% 2523
2025
Q1 		$56.4M Buy
1,975,489
+7,024
+0.4% +$204K ﹤0.01% 1703
2024
Q4 		$57.9M Sell
1,968,465
-2,476,010
-56% -$73.1M ﹤0.01% 1710
2024
Q3 		$125M Buy
4,444,475
+2,251,265
+103% +$64.1M 0.01% 1079
2024
Q2 		$63.9M Buy
2,193,210
+382,135
+21% +$11M ﹤0.01% 1520
2024
Q1 		$51.4M Sell
1,811,075
-7,016,751
-79% -$196M ﹤0.01% 1738
2023
Q4 		$239M Buy
8,827,826
+5,533,292
+168% +$162M 0.01% 1040
2023
Q3 		$97.9M Sell
3,294,534
-1,164,892
-26% -$33.4M 0.01% 1071
2023
Q2 		$127M Buy
4,459,426
+1,917,617
+75% +$53.8M 0.01% 943
2023
Q1 		$70.9M Sell
2,541,809
-192,905
-7% -$5.39M 0.01% 1275
2022
Q4 		$76.1M Sell
2,734,714
-1,015,585
-27% -$29.6M 0.01% 1206
2022
Q3 		$113M Buy
3,750,299
+1,146,656
+44% +$33.2M 0.02% 823
2022
Q2 		$72.8M Buy
2,603,643
+488,699
+23% +$13.4M 0.01% 1119
2022
Q1 		$55.6M Buy
2,114,944
+359,026
+20% +$9.31M 0.01% 1230
2021
Q4 		$45M Buy
1,755,918
+133,592
+8% +$3.41M 0.01% 1412
2021
Q3 		$41.1M Sell
1,622,326
-56,797
-3% -$1.42M 0.01% 1429
2021
Q2 		$41.7M Sell
1,679,123
-55,066
-3% -$1.35M 0.01% 1459
2021
Q1 		$43.6M Buy
1,734,189
+214,123
+14% +$5.25M 0.01% 1270
2020
Q4 		$36.8M Sell
1,520,066
-619,774
-29% -$15.4M 0.01% 1326
2020
Q3 		$54.2M Sell
2,139,840
-281,264
-12% -$7.14M 0.01% 858
2020
Q2 		$63.7M Buy
2,421,104
+71,476
+3% +$1.91M 0.01% 734
2020
Q1 		$63M Buy
2,349,628
+1,106,643
+89% +$29.4M 0.02% 645
2019
Q4 		$32.3M Sell
1,242,985
-201,014
-14% -$5.37M 0.01% 1238
2019
Q3 		$39.1M Sell
1,443,999
-191,464
-12% -$5.09M 0.01% 1008
2019
Q2 		$42.5M Sell
1,635,463
-249,967
-13% -$6.54M 0.01% 938
2019
Q1 		$49.1M Buy
1,885,430
+109,547
+6% +$2.81M 0.01% 845
2018
Q4 		$45.2M Sell
1,775,883
-148,723
-8% -$3.82M 0.01% 866
2018
Q3 		$48.6M Buy
1,924,606
+23,900
+1% +$601K 0.01% 986
2018
Q2 		$47.4M Sell
1,900,706
-41,858
-2% -$1.02M 0.01% 954
2018
Q1 		$45.9M Sell
1,942,564
-1,249,990
-39% -$29.4M 0.01% 977
2017
Q4 		$76.7M Sell
3,192,554
-188,590
-6% -$4.59M 0.02% 696
2017
Q3 		$81.8M Buy
3,381,144
+319,987
+10% +$7.75M 0.02% 659
2017
Q2 		$75.8M Sell
3,061,157
-130,225
-4% -$3.31M 0.02% 693
2017
Q1 		$82.8M Sell
3,191,382
-982,653
-24% -$25.6M 0.03% 648
2016
Q4 		$110M Buy
4,174,035
+722,106
+21% +$18.6M 0.04% 499
2016
Q3 		$85.2M Sell
3,451,929
-863,769
-20% -$21.4M 0.03% 583
2016
Q2 		$107M Sell
4,315,698
-62,384
-1% -$1.53M 0.04% 484
2016
Q1 		$107M Sell
4,378,082
-79,822
-2% -$2.02M 0.04% 455
2015
Q4 		$114M Buy
4,457,904
+1,269,312
+40% +$32.3M 0.04% 439
2015
Q3 		$80M Buy
3,188,592
+138,557
+5% +$3.49M 0.03% 564
2015
Q2 		$76.3M Sell
3,050,035
-327,085
-10% -$8.25M 0.03% 634
2015
Q1 		$87.5M Buy
3,377,120
+1,346,944
+66% +$33.9M 0.03% 559
2014
Q4 		$48.7M Buy
2,030,176
+256,083
+14% +$5.95M 0.02% 882
2014
Q3 		$40.6M Buy
1,774,093
+518,584
+41% +$11.4M 0.02% 935
2014
Q2 		$26.7M Buy
1,255,509
+204,251
+19% +$4.37M 0.01% 1200
2014
Q1 		$22.6M Buy
1,051,258
+157,810
+18% +$3.4M 0.01% 1279
2013
Q4 		$19.2M Sell
893,448
-179,213
-17% -$3.88M 0.01% 1378
2013
Q3 		$23.2M Sell
1,072,661
-426,642
-28% -$9.44M 0.01% 1124
2013
Q2 		$33.8M Buy
+1,499,303
New +$33.6M 0.02% 846

Other funds holding UUP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley's UUP Position: Q1 2026 in Review

Morgan Stanley increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 31% in Q1 2026, buying an estimated $5.19M and bringing the position to 798,024 shares worth $22.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Morgan Stanley first reported a position in UUP in Q2 2013 and has held it in 52 quarters since. The position peaked at $239M in Q4 2023. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • Morgan Stanley held 798,024 shares of Invesco DB US Dollar Index Bullish Fund worth $22.2M as of Q1 2026.
  • Morgan Stanley bought 190,326 Invesco DB US Dollar Index Bullish Fund shares in Q1 2026, an estimated $5.19M.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2858 holding.
  • Morgan Stanley first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco DB US Dollar Index Bullish Fund position peaked at $239M in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

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