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MVPL — ADVISOR MANAGED PORTFOLIOS

Reported value held$19.52K
Funds holding (latest)1
Sector—
Funds holding (Q2 2026)1
Institutional value$19.52K · 459 sh
New / Add / Cut / Exit0 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -52.5% (-507 sh)
Institutional value change Down -40.3%

As of Q2 2026, 1 SEC-registered investment managers reported holding MVPL (ADVISOR MANAGED PORTFOLIOS) in their latest 13F filings, with a combined reported value of $19.52K across 459 shares. That is -52.5% by share count (-507 shares) versus the previous quarter, while reported value moved -40.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 459 $19.52K 0.00% Reduce

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 966 $32.72K 0.00% Reduce

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1.00K $36.33K 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 110 $3.51K 0.00% New

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 3 $88 0.00% Reduce

Q3 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 22 $685 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 1 funds)

FundQ2 2026Q1 2026Q4 2025Q2 2025Q4 2024Q3 2024Q2 2024
UBS Group AG 459 966 1.00K 110 3 22 88

Download holders (CSV)