3IP
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3Chopt Investment Partners’s Universal Corp UVV Stock Holding History

3Chopt Investment Partners’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Sell
6,796
-1,004
-13% -$53.5K 0.07% 186
2026
Q1 		$411K Hold
7,800
– – 0.09% 151
2025
Q4 		$411K Hold
7,800
– – 0.09% 157
2025
Q3 		$436K Hold
7,800
– – 0.1% 152
2025
Q2 		$454K Hold
7,800
– – 0.11% 149
2025
Q1 		$437K Buy
+7,800
New +$416K 0.11% 142
2023
Q1 		– Sell
-1,000
Closed -$52.8K – 247
2022
Q4 		$52.8K Buy
+1,000
New +$52K 0.03% 194

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

3Chopt Investment Partners's UVV Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Universal Corp (UVV) stake by 13% in Q2 2026, selling an estimated $53.5K and leaving 6,796 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #186.

3Chopt Investment Partners first reported a position in UVV in Q4 2022 and has held it in 7 quarters since. The position peaked at $454K in Q2 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • 3Chopt Investment Partners held 6,796 shares of Universal Corp worth $355K as of Q2 2026.
  • 3Chopt Investment Partners sold 1,004 Universal Corp shares in Q2 2026, an estimated $53.5K.
  • Universal Corp made up 0.07% of 3Chopt Investment Partners's portfolio in Q2 2026, its #186 holding.
  • 3Chopt Investment Partners first reported a position in Universal Corp in Q4 2022 and has held it in 7 quarters since.
  • 3Chopt Investment Partners's Universal Corp position peaked at $454K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.