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United Capital Financial Advisors, LLC
United Capital Financial Advisors, LLC
ADVISOR MANAGED PORTFOLIOS
3 quarters
Position history for United Capital Financial Advisors, LLC's holdings in ADVISOR MANAGED PORTFOLIOS
Yes. United Capital Financial Advisors holds 4,789,549 shares of ADVISOR MANAGED PORTFOLIOS, worth $156.4M, as of its Q2 2026 13F filing. It reduced the position by 167,691 shares (-3.4%) from Q1 2026. United Capital Financial Advisors has held ADVISOR MANAGED PORTFOLIOS since Q4 2025, across 3 quarterly 13F filings. ADVISOR MANAGED PORTFOLIOS is 0.9% of United Capital Financial Advisors' reported 13F portfolio.
Current Value
$156.4M
Current Shares
4.8M
Total Value Change
-$4.5M
Total Shares Change
-195,573
Quarter-by-Quarter History