Action Point Financial Planning’s Universal Corp UVV Stock Holding History

Action Point Financial Planning’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	$2.66K	Buy	+51	New	+$2.72K	﹤0.01%	2112

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Action Point Financial Planning's UVV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Universal Corp (UVV) in Q2 2026: 51 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings.

232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Action Point Financial Planning held 51 shares of Universal Corp worth $2.66K as of Q2 2026.
Universal Corp was a new Action Point Financial Planning position in Q2 2026.
Universal Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2112 holding.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.