Ameriprise’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Sell |
46,183
-13,202
| -22% | -$446K | ﹤0.01% | 3073 |
|
|
2025
Q4 | $1.94M | Buy |
59,385
+4,533
| +8% | +$142K | ﹤0.01% | 3016 |
|
|
2025
Q3 | $1.65M | Sell |
54,852
-153,023
| -74% | -$4.7M | ﹤0.01% | 3108 |
|
|
2025
Q2 | $6.24M | Sell |
207,875
-177,280
| -46% | -$5.16M | ﹤0.01% | 2188 |
|
|
2025
Q1 | $10.9M | Sell |
385,155
-13,320
| -3% | -$394K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $11.8M | Buy |
398,475
+260,990
| +190% | +$7.76M | ﹤0.01% | 1676 |
|
|
2024
Q3 | $3.87M | Buy |
137,485
+6,137
| +5% | +$164K | ﹤0.01% | 2551 |
|
|
2024
Q2 | $3M | Sell |
131,348
-54,959
| -29% | -$1.16M | ﹤0.01% | 2663 |
|
|
2024
Q1 | $3.88M | Buy |
186,307
+7,956
| +4% | +$162K | ﹤0.01% | 2521 |
|
|
2023
Q4 | $3.93M | Sell |
178,351
-41,078
| -19% | -$770K | ﹤0.01% | 2527 |
|
|
2023
Q3 | $3.81M | Sell |
219,429
-4,416
| -2% | -$81.3K | ﹤0.01% | 2485 |
|
|
2023
Q2 | $4.05M | Buy |
223,845
+8,565
| +4% | +$168K | ﹤0.01% | 2498 |
|
|
2023
Q1 | $5.11M | Buy |
215,280
+76,942
| +56% | +$2.04M | ﹤0.01% | 2314 |
|
|
2022
Q4 | $3.62M | Buy |
138,338
+1,075
| +0.8% | +$28.8K | ﹤0.01% | 2507 |
|
|
2022
Q3 | $3.22M | Sell |
137,263
-12,780
| -9% | -$323K | ﹤0.01% | 2535 |
|
|
2022
Q2 | $3.82M | Sell |
150,043
-3,310
| -2% | -$84.9K | ﹤0.01% | 2472 |
|
|
2022
Q1 | $4.1M | Buy |
153,353
+1,593
| +1% | +$46.8K | ﹤0.01% | 2556 |
|
|
2021
Q4 | $4.54M | Buy |
151,760
+108,919
| +254% | +$3.17M | ﹤0.01% | 2536 |
|
|
2021
Q3 | $1.17M | Buy |
42,841
+3,836
| +10% | +$103K | ﹤0.01% | 3100 |
|
|
2021
Q2 | $1.03M | Sell |
39,005
-2,176
| -5% | -$61.1K | ﹤0.01% | 3211 |
|
|
2021
Q1 | $1.18M | Sell |
41,181
-17,639
| -30% | -$447K | ﹤0.01% | 3079 |
|
|
2020
Q4 | $1.21M | Buy |
58,820
+6,850
| +13% | +$123K | ﹤0.01% | 2996 |
|
|
2020
Q3 | $747K | Buy |
51,970
+875
| +2% | +$13.6K | ﹤0.01% | 3088 |
|
|
2020
Q2 | $824K | Sell |
51,095
-12,132
| -19% | -$195K | ﹤0.01% | 2992 |
|
|
2020
Q1 | $1.03M | Buy |
63,227
+6,840
| +12% | +$157K | ﹤0.01% | 2807 |
|
|
2019
Q4 | $1.51M | Buy |
56,387
+520
| +0.9% | +$13.5K | ﹤0.01% | 2872 |
|
|
2019
Q3 | $1.43M | Hold |
55,867
| – | – | ﹤0.01% | 2858 |
|
|
2019
Q2 | $1.47M | Buy |
55,867
+41,203
| +281% | +$1.03M | ﹤0.01% | 2909 |
|
|
2019
Q1 | $358K | Buy |
+14,664
| New | +$358K | ﹤0.01% | 3390 |
|
|
2017
Q2 | – | Sell |
-28,637
| Closed | -$742K | – | 3805 |
|
|
2017
Q1 | $742K | Sell |
28,637
-37,512
| -57% | -$1.05M | ﹤0.01% | 3029 |
|
|
2016
Q4 | $2.04M | Buy |
66,149
+6,932
| +12% | +$185K | ﹤0.01% | 2613 |
|
|
2016
Q3 | $1.38M | Buy |
+59,217
| New | +$1.32M | ﹤0.01% | 2765 |
|
|
2014
Q4 | – | Sell |
-1,100
| Closed | -$21K | – | 4392 |
|
|
2014
Q3 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 4462 |
|
|
2014
Q2 | $23K | Buy |
1,100
+580
| +112% | +$11.6K | ﹤0.01% | 4272 |
|
|
2014
Q1 | $11K | Buy |
520
+140
| +37% | +$2.72K | ﹤0.01% | 4497 |
|
|
2013
Q4 | $8K | Sell |
380
-1,041
| -73% | -$20.7K | ﹤0.01% | 4473 |
|
|
2013
Q3 | $27K | Hold |
1,421
| – | – | ﹤0.01% | 4208 |
|
|
2013
Q2 | $27K | Buy |
+1,421
| New | +$25.2K | ﹤0.01% | 4098 |
|
Other funds holding UVSP
VCM
Ameriprise's UVSP Position: Q1 2026 in Review
Ameriprise reduced its Univest Financial (UVSP) stake by 22% in Q1 2026, selling an estimated $446K and leaving 46,183 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3073.
Ameriprise first reported a position in UVSP in Q2 2013 and has held it in 38 quarters since. The position peaked at $11.8M in Q4 2024. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Ameriprise held 46,183 shares of Univest Financial worth $1.58M as of Q1 2026.
- Ameriprise sold 13,202 Univest Financial shares in Q1 2026, an estimated $446K.
- Univest Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3073 holding.
- Ameriprise first reported a position in Univest Financial in Q2 2013 and has held it in 38 quarters since.
- Ameriprise's Univest Financial position peaked at $11.8M in Q4 2024.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.