Morgan Stanley
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Morgan Stanley’s ProShares Ultra Materials UYM Stock Holding History

Morgan Stanley’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63 Hold
2
– – ﹤0.01% 7898
2025
Q4 		$67 Hold
2
– – ﹤0.01% 7773
2025
Q3 		$57 Sell
2
-98
-98% -$2.44K ﹤0.01% 7800
2025
Q2 		$2.37K Sell
100
-167
-63% -$3.72K ﹤0.01% 7189
2025
Q1 		$6.25K Buy
267
+266
+26,600% +$6.48K ﹤0.01% 6932
2024
Q4 		$32 Hold
1
– – ﹤0.01% 7757
2024
Q3 		$36 Sell
1
-1
-50% -$27 ﹤0.01% 7683
2024
Q2 		$61 Buy
+2
New +$54 ﹤0.01% 7448
2024
Q1 		– Sell
-2
Closed -$52 – 7975
2023
Q4 		$52 Buy
+2
New +$44 ﹤0.01% 7655
2021
Q1 		– Sell
-1,200
Closed -$22K – 7572
2020
Q4 		$22K Hold
1,200
– – ﹤0.01% 6409
2020
Q3 		$17K Sell
1,200
-4
-0.3% -$55 ﹤0.01% 6120
2020
Q2 		$14K Buy
1,204
+1,196
+14,950% +$12K ﹤0.01% 6086
2020
Q1 		$0 Hold
8
– – ﹤0.01% 6714
2019
Q4 		$0 Buy
+8
New +$116 ﹤0.01% 6769
2016
Q4 		– Sell
-400
Closed -$4.64K – 6568
2016
Q3 		$4K Hold
400
– – ﹤0.01% 6280
2016
Q2 		$4K Sell
400
-4
-1% -$41 ﹤0.01% 6263
2016
Q1 		$4K Buy
+404
New +$3.28K ﹤0.01% 6330
2015
Q1 		– Sell
-100
Closed -$1K – 6660
2014
Q4 		$1K Hold
100
– – ﹤0.01% 6495
2014
Q3 		$1K Hold
100
– – ﹤0.01% 6500
2014
Q2 		$1K Hold
100
– – ﹤0.01% 6443
2014
Q1 		$1K Buy
+100
New +$1.2K ﹤0.01% 6402

Other funds holding UYM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GFA
Godfrey Financial Associates Glenmont, New York $117M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's UYM Position: Q1 2026 in Review

Morgan Stanley held its ProShares Ultra Materials (UYM) position steady in Q1 2026 at 2 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #7898.

Morgan Stanley first reported a position in UYM in Q1 2014 and has held it in 21 quarters since. The position peaked at $22K in Q4 2020. 10 funds tracked by Wall St. Rank hold UYM as of Q1 2026.

  • Morgan Stanley held 2 shares of ProShares Ultra Materials worth $63 as of Q1 2026.
  • Morgan Stanley left its ProShares Ultra Materials share count unchanged in Q1 2026.
  • ProShares Ultra Materials made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7898 holding.
  • Morgan Stanley first reported a position in ProShares Ultra Materials in Q1 2014 and has held it in 21 quarters since.
  • Morgan Stanley's ProShares Ultra Materials position peaked at $22K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q1 2026.

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