Question 1

How many shares of MGMT does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 57,215 shares of MGMT (UNIFIED SER TR).

Question 2

What is Waverly Advisors, LLC's MGMT position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's MGMT position is worth $2.9M.

Question 3

Is Waverly Advisors, LLC buying or selling MGMT?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC decreased their MGMT position (-4.3% change in shares).

Question 4

When did Waverly Advisors, LLC first buy MGMT?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in MGMT in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	57,215	-4.3%	$2.9M	0.0%	$50.96	0
2026-Q1	Decreased	59,788	-24.3%	$2.7M	0.0%	$47.68	0
2025-Q4	Decreased	79,005	-8.2%	$3.5M	0.0%	$44.73	0
2025-Q3	Increased	86,021	+1.0%	$3.8M	0.0%	$43.85	27
2025-Q2	Increased	85,157	+0.8%	$3.4M	0.0%	$39.48	27
2025-Q1	Increased	84,455	+3.7%	$3.3M	0.0%	$38.17	27
2024-Q4	Increased	81,409	+7.0%	$3.4M	0.1%	$41.18	28
2024-Q3	Increased	76,080	+6.6%	$2.9M	0.1%	$38.14	28

MGMTShowing 8 of 10 quarters

MGMT
Showing 8 of 10 quarters