AlphaQuest’s Univest Financial UVSP Stock Holding History

AlphaQuest’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	–	Sell	-35,232	Closed	-$1.15M	–	2004
2025 Q4	$1.15M	Buy	35,232 +26,572	+307%	+$832K	0.06%	377
2025 Q3	$260K	Sell	8,660 -8,682	-50%	-$267K	0.02%	1248
2025 Q2	$521K	Buy	17,342 +10,135	+141%	+$295K	0.05%	579
2025 Q1	$204K	Sell	7,207 -7,364	-51%	-$218K	0.02%	984
2024 Q4	$430K	Buy	14,571 +7,024	+93%	+$209K	0.06%	545
2024 Q3	$212K	Sell	7,547 -89	-1%	-$2.37K	0.02%	1048
2024 Q2	$174K	Sell	7,636 -8,898	-54%	-$188K	0.02%	792
2024 Q1	$344K	Buy	+16,534	New	+$336K	0.06%	481

Other funds holding UVSP

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

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 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