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FUNLFUNL
7 quarters

Position history for UBS Group AGUBS Group AG's holdings in ADVISOR MANAGED PORTFOLIOS

No. Ubs exited its FUNL (Advisor Managed Portfolios) position in Q1 2026. Its Q4 2025 13F listed 1,214 shares worth $56,761. Ubs first reported FUNL in Q3 2024 and held it in 6 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$2,780

Total Shares Change

-66

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$49.15
0
2025-Q4
Decreased
1,214
-86.1%
$56,7610.0%$47.01
0
2025-Q3
Decreased
8,737
-64.0%
$403,6060.0%$45.09
0
2025-Q2
Increased
24,293
+2329.3%
$1.1M0.0%$42.36
41
2025-Q1
Increased
1,000
+100.0%
$41,5410.0%$40.42
22
2024-Q4
Increased
500
+657.6%
$20,8270.0%$40.81
21
2024-Q3
New
66
-
$2,7800.0%$40.50
20

Other major holders of FUNL: EP Wealth Advisors, LLC

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