AF
UVSP icon

Allworth Financial’s Univest Financial UVSP Stock Holding History

Allworth Financial’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
Q1 		$15.7K Buy
457
+105
+30% +$3.55K ﹤0.01% 3166
2025
Q4 		$11.5K Sell
352
-18
-5% -$564 ﹤0.01% 3171
2025
Q3 		$11.1K Buy
370
+113
+44% +$3.47K ﹤0.01% 3076
2025
Q2 		$7.72K Buy
257
+74
+40% +$2.15K ﹤0.01% 3022
2025
Q1 		$5.38K Sell
183
-55
-23% -$1.63K ﹤0.01% 2725
2024
Q4 		$7.13K Buy
238
+26
+12% +$773 ﹤0.01% 2593
2024
Q3 		$5.97K Buy
212
+72
+51% +$1.92K ﹤0.01% 2493
2024
Q2 		$3.75K Buy
140
+14
+11% +$296 ﹤0.01% 2650
2024
Q1 		$2.62K Sell
126
-7
-5% -$142 ﹤0.01% 2710
2023
Q4 		$2.93K Buy
133
+55
+71% +$1.03K ﹤0.01% 2503
2023
Q3 		$1.36K Buy
78
+22
+39% +$405 ﹤0.01% 2724
2023
Q2 		$1.01K Buy
+56
New +$1.1K ﹤0.01% 2731
2023
Q1 		– Sell
-175
Closed -$4.57K – 3298
2022
Q4 		$4.57K Buy
175
+120
+218% +$3.22K ﹤0.01% 1930
2022
Q3 		$1K Buy
55
+47
+588% +$1.19K ﹤0.01% 2532
2022
Q2 		$0 Sell
8
-1,241
-99% -$31.8K ﹤0.01% 2841
2022
Q1 		$33K Buy
1,249
+1,233
+7,706% +$36.2K ﹤0.01% 1043
2021
Q4 		$0 Buy
+16
New +$465 ﹤0.01% 2132

Other funds holding UVSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return