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Annis Gardner Whiting Capital Advisors’s Universal Corp UVV Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$503 – 1353
2025
Q3 		$503 Hold
9
– – ﹤0.01% 1079
2025
Q2 		$525 Buy
+9
New +$518 ﹤0.01% 1177

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's UVV Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 9 shares — an estimated $503 sold.

Annis Gardner Whiting Capital Advisors first reported a position in UVV in Q2 2025 and held it in 2 quarters. The position peaked at $525 in Q2 2025. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 9 Universal Corp shares in Q4 2025, an estimated $503.
  • Annis Gardner Whiting Capital Advisors first reported a position in Universal Corp in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Universal Corp position peaked at $525 in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.