AWM
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AE Wealth Management’s Universal Corp UVV Stock Holding History

AE Wealth Management’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 		$339K Buy
6,504
+120
+2% +$6.39K ﹤0.01% 1422
2026
Q1 		$336K Buy
6,384
+95
+2% +$5.11K ﹤0.01% 1316
2025
Q4 		$332K Sell
6,289
-521
-8% -$27.7K ﹤0.01% 1264
2025
Q3 		$380K Buy
6,810
+2,961
+77% +$164K ﹤0.01% 1083
2025
Q2 		$224K Buy
3,849
+114
+3% +$6.57K ﹤0.01% 1252
2025
Q1 		$209K Sell
3,735
-4
-0.1% -$213 ﹤0.01% 1261
2024
Q4 		$205K Sell
3,739
-1,544
-29% -$82.8K ﹤0.01% 1264
2024
Q3 		$281K Sell
5,283
-117
-2% -$6.05K ﹤0.01% 1052
2024
Q2 		$260K Buy
5,400
+467
+9% +$23.3K ﹤0.01% 1077
2024
Q1 		$255K Sell
4,933
-10
-0.2% -$544 ﹤0.01% 1015
2023
Q4 		$289K Buy
4,943
+134
+3% +$7.18K ﹤0.01% 1723
2023
Q3 		$227K Sell
4,809
-1,537
-24% -$74.2K ﹤0.01% 1733
2023
Q2 		$317K Buy
6,346
+57
+0.9% +$3K ﹤0.01% 1594
2023
Q1 		$333K Sell
6,289
-44
-0.7% -$2.31K ﹤0.01% 1504
2022
Q4 		$334K Buy
6,333
+611
+11% +$31.8K ﹤0.01% 1461
2022
Q3 		$263K Buy
+5,722
New +$300K ﹤0.01% 1522

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

AE Wealth Management's UVV Position: Q2 2026 in Review

AE Wealth Management increased its Universal Corp (UVV) stake by 1.9% in Q2 2026, buying an estimated $6.39K and bringing the position to 6,504 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

AE Wealth Management first reported a position in UVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $380K in Q3 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • AE Wealth Management held 6,504 shares of Universal Corp worth $339K as of Q2 2026.
  • AE Wealth Management bought 120 Universal Corp shares in Q2 2026, an estimated $6.39K.
  • Universal Corp made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1422 holding.
  • AE Wealth Management first reported a position in Universal Corp in Q3 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Universal Corp position peaked at $380K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.