AIM
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Aigen Investment Management’s Univest Financial UVSP Stock Holding History

Aigen Investment Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,501
Closed -$223K – 806
2026
Q1 		$223K Buy
+6,501
New +$220K 0.06% 404
2024
Q1 		– Sell
-11,724
Closed -$258K – 1027
2023
Q4 		$258K Sell
11,724
-250
-2% -$4.68K 0.05% 544
2023
Q3 		$208K Buy
+11,974
New +$220K 0.04% 657
2020
Q1 		– Sell
-543
Closed -$15K – 1590
2019
Q4 		$15K Buy
+543
New +$14.1K ﹤0.01% 940

Other funds holding UVSP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aigen Investment Management's UVSP Position: Q2 2026 in Review

Aigen Investment Management sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 6,501 shares — an estimated $223K sold.

Aigen Investment Management first reported a position in UVSP in Q4 2019 and held it in 4 quarters. The position peaked at $258K in Q4 2023. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Aigen Investment Management reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 6,501 Univest Financial shares in Q2 2026, an estimated $223K.
  • Aigen Investment Management first reported a position in Univest Financial in Q4 2019 and held it in 4 quarters.
  • Aigen Investment Management's Univest Financial position peaked at $258K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.