AIS
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Advocate Investing Services’s Universal Corp UVV Stock Holding History

Advocate Investing Services’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 		$20.9K Buy
400
+200
+100% +$10.7K 0.02% 225
2026
Q1 		$10.5K Buy
+200
New +$10.8K 0.01% 247

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 $3.37T AUM 44.26% 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

Advocate Investing Services's UVV Position: Q2 2026 in Review

Advocate Investing Services increased its Universal Corp (UVV) stake by 100% in Q2 2026, buying an estimated $10.7K and bringing the position to 400 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #225.

Advocate Investing Services first reported a position in UVV in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Advocate Investing Services held 400 shares of Universal Corp worth $20.9K as of Q2 2026.
  • Advocate Investing Services bought 200 Universal Corp shares in Q2 2026, an estimated $10.7K.
  • Universal Corp made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #225 holding.
  • Advocate Investing Services first reported a position in Universal Corp in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.