Advisor Managed Portfolios shares owned by UBS Group
Quarter-by-quarter ownership of Advisor Managed Portfolios (OPTZ) 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 | $125k | 3.6k | 35.29 |
| 2025-06-30 | $106k | 3.4k | 30.91 |
| 2025-03-31 | $14k | 528 | 26.91 |
| 2024-12-31 | $3.2k | 107 | 29.51 |
| 2024-09-30 | $3.3k | 117 | 28.62 |
| 2024-06-30 | $69k | 2.6k | 26.83 |
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