How many shares of MGMT does HB Wealth Management, LLC own?

As of 2026-Q2, HB Wealth Management, LLC holds 40,745 shares of MGMT (UNIFIED SER TR).

What is HB Wealth Management, LLC's MGMT position worth?

As of 2026-Q2, HB Wealth Management, LLC's MGMT position is worth $2.1M.

When did HB Wealth Management, LLC first buy MGMT?

Based on available 13F filings, HB Wealth Management, LLC first reported a position in MGMT in 2021-Q4. They have held the position across 18 quarters.

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HB Wealth Management, LLC

MGMT
18 quarters

Position history for HB Wealth Management, LLC's holdings in UNIFIED SER TR

Current Value

$2.1M

Current Shares

40,745

Total Value Change

+$1.7M

Total Shares Change

+30,024

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	40,745	0.0%	$2.1M	0.0%	$50.96	0
2026-Q1	Increased	40,745	+789.8%	$1.8M	0.0%	$47.68	42
2025-Q4	Decreased	4,579	-7.2%	$203,001	0.0%	$44.73	0
2025-Q3	New	4,932	-	$217,268	0.0%	$43.85	32
2025-Q1	Exited	0	-100.0%	$0	0.0%	$38.17	0
2024-Q4	Increased	10,994	+0.0%	$457,184	0.0%	$41.18	24
2024-Q3	Unchanged	10,992	0.0%	$423,331	0.0%	$38.14	0
2024-Q2	Unchanged	10,992	0.0%	$394,393	0.0%	$35.57	0
2024-Q1	Increased	10,992	+1.4%	$416,777	0.0%	$37.59	24
2023-Q4	Unchanged	10,842	0.0%	$401,268	0.0%	$36.69	0
2023-Q3	Unchanged	10,842	0.0%	$373,583	0.0%	$33.77	0
2023-Q2	Unchanged	10,842	0.0%	$383,366	0.0%	$34.43	0
2023-Q1	Increased	10,842	+0.9%	$361,703	0.0%	$32.10	24
2022-Q4	Unchanged	10,748	0.0%	$341,354	0.0%	$31.13	0
2022-Q3	Unchanged	10,748	0.0%	$312,000	0.0%	$28.29	0
2022-Q2	Unchanged	10,748	0.0%	$327,000	0.0%	$29.78	0
2022-Q1	Increased	10,748	+0.3%	$379,000	0.0%	$34.49	24
2021-Q4	New	10,721	-	$402,000	0.0%	$36.26	33

Other major holders of MGMT: HighTower Advisors, LLC

MGMT18 quarters

MGMT
18 quarters