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Managed Portfolio Series shares owned by United Advisor Group

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by United Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 31k 40.45

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Palantir Technologies Cl A (PLTR)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for United Advisor Group

Top funds holding Managed Portfolio Series

Armis Advisers
Welch Financial Planning
CoreCap Advisors
Castleview Partners
Heritage Oak Wealth Advisors
Sigma Planning
LLBH Private Wealth Management
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Commonwealth Equity Services
Gts Securities
United Advisor Group
Jacobi Capital Management
Concurrent Investment Advisors
Leuthold Weeden Capital Management

View all funds holding Managed Portfolio Series