SWP — MANAGER DIRECTED PORTFOLIOS
As of Q2 2026, 1 SEC-registered investment managers reported holding SWP (MANAGER DIRECTED PORTFOLIOS) in their latest 13F filings, with a combined reported value of $32.72K across 1.17K shares. That is +839.2% by share count (+1.05K shares) versus the previous quarter, while reported value moved +883.9%. 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 added to existing stakes. 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q3 2025 | 8.07K | $223.34K | 0.00% | New |
| Goldman Sachs Group history | Q1 2025 | 8.69K | $212.26K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 1.17K | $32.72K | 0.00% | Add |
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 3 funds)
| Fund | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|
| UBS Group AG | 1.96K | 8.83K | 4.42K | 241 | 113 | 125 | 1.17K |
| Citadel Advisors | — | 9.60K | — | 8.07K | — | — | — |
| Goldman Sachs Group | — | 8.69K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details