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AdvisorShares Investments’s Universal Corp UVV Stock Holding History

AdvisorShares Investments’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
Q1 		– Sell
-6,106
Closed -$322K – 329
2025
Q4 		$322K Sell
6,106
-650
-10% -$34.5K 0.05% 213
2025
Q3 		$377K Buy
6,756
+1,256
+23% +$69.4K 0.06% 208
2025
Q2 		$320K Buy
+5,500
New +$317K 0.06% 207
2023
Q1 		– Sell
-3,620
Closed -$191K – 349
2022
Q4 		$191K Sell
3,620
-344
-9% -$17.9K 0.05% 222
2022
Q3 		$183K Hold
3,964
– – 0.05% 236
2022
Q2 		$240K Sell
3,964
-232
-6% -$13.8K 0.07% 135
2022
Q1 		$244K Hold
4,196
– – 0.04% 157
2021
Q4 		$230K Hold
4,196
– – 0.03% 143
2021
Q3 		$203K Buy
4,196
+1,772
+73% +$89.9K 0.03% 140
2021
Q2 		$138K Hold
2,424
– – 0.02% 170
2021
Q1 		$143K Buy
2,424
+220
+10% +$11.5K 0.02% 137
2020
Q4 		$107K Sell
2,204
-2,408
-52% -$108K 0.02% 139
2020
Q3 		$193 Sell
4,612
-308
-6% -$13.2K 0.01% 119
2020
Q2 		$209K Sell
4,920
-616
-11% -$27.1K 0.09% 110
2020
Q1 		$245K Sell
5,536
-308
-5% -$15.4K 0.21% 67
2019
Q4 		$333K Buy
+5,844
New +$315K 0.21% 117

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AdvisorShares Investments's UVV Position: Q1 2026 in Review

AdvisorShares Investments sold out of Universal Corp (UVV) in Q1 2026, closing a stake of 6,106 shares — an estimated $322K sold.

AdvisorShares Investments first reported a position in UVV in Q4 2019 and held it in 16 quarters. The position peaked at $377K in Q3 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • AdvisorShares Investments reported no remaining Universal Corp position as of Q1 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 6,106 Universal Corp shares in Q1 2026, an estimated $322K.
  • AdvisorShares Investments first reported a position in Universal Corp in Q4 2019 and held it in 16 quarters.
  • AdvisorShares Investments's Universal Corp position peaked at $377K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.