Question 1

How many shares of ADVISOR MANAGED PORTFOLIOS does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5M shares of ADVISOR MANAGED PORTFOLIOS (ADVISOR MANAGED PORTFOLIOS).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's ADVISOR MANAGED PORTFOLIOS position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's ADVISOR MANAGED PORTFOLIOS position is worth $152.3M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling ADVISOR MANAGED PORTFOLIOS?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their ADVISOR MANAGED PORTFOLIOS position (-0.6% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy ADVISOR MANAGED PORTFOLIOS?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in ADVISOR MANAGED PORTFOLIOS in 2025-Q4. They have held the position across 2 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	5M	-0.6%	$152.3M	0.9%	$32.28	0
2025-Q4	New	5M	—	$160.9M	1.0%	$32.54	59