Morgan Stanley
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Morgan Stanley’s ProShares Ultra Financials UYG Stock Holding History

Morgan Stanley’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$182 Sell
2
-1
-33% -$82 ﹤0.01% 7704
2025
Q4 		$359 Buy
3
+2
+200% +$191 ﹤0.01% 7565
2025
Q3 		$180 Sell
1
-935
-100% -$90.4K ﹤0.01% 7612
2025
Q2 		$89.5K Sell
936
-36
-4% -$3.09K ﹤0.01% 6176
2025
Q1 		$86.7K Buy
972
+326
+50% +$29.7K ﹤0.01% 6083
2024
Q4 		$55.2K Buy
646
+435
+206% +$37.5K ﹤0.01% 6256
2024
Q3 		$16.2K Sell
211
-1,422
-87% -$101K ﹤0.01% 6566
2024
Q2 		$105K Sell
1,633
-1,238
-43% -$79.8K ﹤0.01% 5941
2024
Q1 		$196K Sell
2,871
-1,945
-40% -$117K ﹤0.01% 5745
2023
Q4 		$266K Buy
4,816
+4,740
+6,237% +$223K ﹤0.01% 5838
2023
Q3 		$3.31K Sell
76
-568
-88% -$26.8K ﹤0.01% 7010
2023
Q2 		$29.4K Sell
644
-1,081
-63% -$46.5K ﹤0.01% 6421
2023
Q1 		$72.9K Buy
1,725
+925
+116% +$44.4K ﹤0.01% 6131
2022
Q4 		$36.5K Sell
800
-555
-41% -$25.1K ﹤0.01% 6424
2022
Q3 		$51K Sell
1,355
-1,744
-56% -$81.9K ﹤0.01% 6398
2022
Q2 		$134K Buy
3,099
+2,108
+213% +$110K ﹤0.01% 6118
2022
Q1 		$62K Buy
991
+229
+30% +$14.7K ﹤0.01% 6601
2021
Q4 		$51K Buy
762
+307
+67% +$21.2K ﹤0.01% 6799
2021
Q3 		$29K Sell
455
-607
-57% -$39.1K ﹤0.01% 6948
2021
Q2 		$66K Sell
1,062
-4,790
-82% -$291K ﹤0.01% 6543
2021
Q1 		$309K Buy
5,852
+4,226
+260% +$202K ﹤0.01% 5406
2020
Q4 		$69K Sell
1,626
-823
-34% -$29.9K ﹤0.01% 6053
2020
Q3 		$76K Sell
2,449
-1,330
-35% -$41.9K ﹤0.01% 5548
2020
Q2 		$110K Buy
3,779
+334
+10% +$9.31K ﹤0.01% 5362
2020
Q1 		$82K Sell
3,445
-12,551
-78% -$569K ﹤0.01% 5267
2019
Q4 		$858K Buy
15,996
+1,944
+14% +$96.7K ﹤0.01% 4621
2019
Q3 		$659K Sell
14,052
-1,540
-10% -$70.5K ﹤0.01% 4541
2019
Q2 		$701K Sell
15,592
-773
-5% -$33.5K ﹤0.01% 4429
2019
Q1 		$655K Buy
16,365
+208
+1% +$8.06K ﹤0.01% 4390
2018
Q4 		$527K Sell
16,157
-1,782
-10% -$68.2K ﹤0.01% 4750
2018
Q3 		$777K Buy
17,939
+239
+1% +$10.5K ﹤0.01% 4715
2018
Q2 		$716K Sell
17,700
-4,491
-20% -$187K ﹤0.01% 4852
2018
Q1 		$911K Buy
22,191
+2,274
+11% +$99.5K ﹤0.01% 4607
2017
Q4 		$849K Buy
19,917
+10,581
+113% +$426K ﹤0.01% 4660
2017
Q3 		$351K Sell
9,336
-3,393
-27% -$121K ﹤0.01% 5077
2017
Q2 		$442K Buy
12,729
+3,426
+37% +$112K ﹤0.01% 4884
2017
Q1 		$302K Sell
9,303
-3,093
-25% -$101K ﹤0.01% 5111
2016
Q4 		$382K Buy
12,396
+6,690
+117% +$182K ﹤0.01% 5072
2016
Q3 		$138K Hold
5,706
– – ﹤0.01% 5174
2016
Q2 		$126K Sell
5,706
-16,713
-75% -$374K ﹤0.01% 5139
2016
Q1 		$481K Sell
22,419
-28,830
-56% -$570K ﹤0.01% 4470
2015
Q4 		$1.21M Buy
51,249
+18,318
+56% +$440K ﹤0.01% 3912
2015
Q3 		$706K Buy
32,931
+5,253
+19% +$127K ﹤0.01% 4376
2015
Q2 		$682K Sell
27,678
-7,782
-22% -$194K ﹤0.01% 4489
2015
Q1 		$858K Buy
35,460
+23,370
+193% +$562K ﹤0.01% 4244
2014
Q4 		$300K Buy
12,090
+8,118
+204% +$188K ﹤0.01% 5007
2014
Q3 		$85K Sell
3,972
-1,536
-28% -$32.9K ﹤0.01% 5540
2014
Q2 		$116K Sell
5,508
-1,302
-19% -$26.2K ﹤0.01% 5430
2014
Q1 		$138K Sell
6,810
-89,928
-93% -$1.75M ﹤0.01% 5292
2013
Q4 		$1.9M Buy
96,738
+69,522
+255% +$1.25M ﹤0.01% 3409
2013
Q3 		$445K Buy
27,216
+7,104
+35% +$118K ﹤0.01% 4414
2013
Q2 		$313K Buy
+20,112
New +$305K ﹤0.01% 4576

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Morgan Stanley's UYG Position: Q1 2026 in Review

Morgan Stanley reduced its ProShares Ultra Financials (UYG) stake by 33% in Q1 2026, selling an estimated $82 and leaving 2 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #7704.

Morgan Stanley first reported a position in UYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.9M in Q4 2013. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Morgan Stanley held 2 shares of ProShares Ultra Financials worth $182 as of Q1 2026.
  • Morgan Stanley sold 1 ProShares Ultra Financials share in Q1 2026, an estimated $82.
  • ProShares Ultra Financials made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7704 holding.
  • Morgan Stanley first reported a position in ProShares Ultra Financials in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's ProShares Ultra Financials position peaked at $1.9M in Q4 2013.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

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