Advisor Managed Portfolios shares owned by UBS Group
Quarter-by-quarter ownership of Advisor Managed Portfolios (FUNL) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Advisor Managed Portfolios
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Quarterly reported holdings in Advisor Managed Portfolios by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 8.7k | 46.20 |
| 2025-06-30 | $1.1M | 24k | 43.55 |
| 2025-03-31 | $42k | 1.0k | 41.54 |
| 2024-12-31 | $21k | 500 | 41.65 |
| 2024-09-30 | $2.8k | 66 | 42.12 |