AWM
UVE icon

Able Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Able Wealth Management’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,883
Closed -$201K – 202
2026
Q1 		$201K Buy
+5,883
New +$189K 0.05% 127

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Able Wealth Management's UVE Position: Q2 2026 in Review

Able Wealth Management sold out of Universal Insurance Holdings (UVE) in Q2 2026, closing a stake of 5,883 shares — an estimated $201K sold.

Able Wealth Management first reported a position in UVE in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Able Wealth Management reported no remaining Universal Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • Able Wealth Management sold 5,883 Universal Insurance Holdings shares in Q2 2026, an estimated $201K.
  • Able Wealth Management first reported a position in Universal Insurance Holdings in Q1 2026 and held it in 1 quarter.
  • Able Wealth Management's Universal Insurance Holdings position peaked at $201K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.