Managed Portfolio Ser shares owned by United Advisor Group
Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Managed Portfolio Ser
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Quarterly reported holdings in Managed Portfolio Ser by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 230k | 25.56 |
| 2025-06-30 | $4.7M | 186k | 25.28 |
| 2025-03-31 | $4.2M | 177k | 23.96 |
| 2024-12-31 | $4.0M | 158k | 25.27 |