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Algert Global’s Univest Financial UVSP Stock Holding History

Algert Global’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 		$4.22M Buy
96,361
+37,347
+63% +$1.46M 0.05% 605
2026
Q1 		$2.02M Buy
59,014
+9,440
+19% +$319K 0.03% 712
2025
Q4 		$1.62M Buy
+49,574
New +$1.55M 0.03% 761
2023
Q2 		– Sell
-21,144
Closed -$502K – 1277
2023
Q1 		$502K Sell
21,144
-1,308
-6% -$34.6K 0.02% 820
2022
Q4 		$587K Sell
22,452
-30
-0.1% -$804 0.03% 755
2022
Q3 		$528K Buy
22,482
+2,632
+13% +$66.5K 0.03% 783
2022
Q2 		$505K Buy
19,850
+1,110
+6% +$28.5K 0.04% 758
2022
Q1 		$501K Buy
18,740
+2,000
+12% +$58.8K 0.03% 812
2021
Q4 		$501K Sell
16,740
-3,898
-19% -$113K 0.06% 536
2021
Q3 		$565K Buy
20,638
+12,798
+163% +$343K 0.08% 493
2021
Q2 		$207K Sell
7,840
-350
-4% -$9.83K 0.07% 348
2021
Q1 		$234K Sell
8,190
-5,230
-39% -$133K 0.07% 349
2020
Q4 		$276K Sell
13,420
-10,310
-43% -$185K 0.08% 310
2020
Q3 		$341K Hold
23,730
– – 0.11% 236
2020
Q2 		$383K Buy
23,730
+70
+0.3% +$1.12K 0.13% 234
2020
Q1 		$386K Sell
23,660
-5,318
-18% -$122K 0.16% 208
2019
Q4 		$776K Buy
28,978
+10,244
+55% +$265K 0.23% 152
2019
Q3 		$478K Hold
18,734
– – 0.18% 159
2019
Q2 		$492K Sell
18,734
-5,632
-23% -$141K 0.18% 170
2019
Q1 		$596K Buy
+24,366
New +$595K 0.34% 112

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 $3.37T AUM 44.26% 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

Algert Global's UVSP Position: Q2 2026 in Review

Algert Global increased its Univest Financial (UVSP) stake by 63% in Q2 2026, buying an estimated $1.46M and bringing the position to 96,361 shares worth $4.22M. The position accounts for 0.05% of the portfolio, ranked #605.

Algert Global first reported a position in UVSP in Q1 2019 and has held it in 20 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Algert Global held 96,361 shares of Univest Financial worth $4.22M as of Q2 2026.
  • Algert Global bought 37,347 Univest Financial shares in Q2 2026, an estimated $1.46M.
  • Univest Financial made up 0.05% of Algert Global's portfolio in Q2 2026, its #605 holding.
  • Algert Global first reported a position in Univest Financial in Q1 2019 and has held it in 20 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.