Apexium Financial’s Univest Financial UVSP Stock Holding History

Apexium 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
2025 Q3	$449K	Hold	14,973	–	–	0.02%	205
2025 Q2	$450K	Sell	14,973 -379	-2%	-$11K	0.02%	194
2025 Q1	$435K	Buy	15,352 +500	+3%	+$14.8K	0.03%	184
2024 Q4	$438K	Hold	14,852	–	–	0.03%	173
2024 Q3	$418K	Hold	14,852	–	–	0.03%	158
2024 Q2	$339K	Hold	14,852	–	–	0.02%	169
2024 Q1	$309K	Hold	14,852	–	–	0.02%	175
2023 Q4	$327K	Hold	14,852	–	–	0.02%	210
2023 Q3	$258K	Sell	14,852 -200	-1%	-$3.68K	0.03%	184
2023 Q2	$272K	Sell	15,052 -850	-5%	-$16.6K	0.02%	184
2023 Q1	$378K	Sell	15,902 -500	-3%	-$13.2K	0.04%	151
2022 Q4	$429K	Hold	16,402	–	–	0.04%	141
2022 Q3	$385K	Buy	+16,402	New	+$414K	0.05%	138

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Apexium Financial's UVSP Position: Q3 2025 in Review

Apexium Financial held its Univest Financial (UVSP) position steady in Q3 2025 at 14,973 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #205.

Apexium Financial first reported a position in UVSP in Q3 2022 and has held it in 13 quarters since. The position peaked at $450K in Q2 2025. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

Apexium Financial held 14,973 shares of Univest Financial worth $449K as of Q3 2025.
Apexium Financial left its Univest Financial share count unchanged in Q3 2025.
Univest Financial made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #205 holding.
Apexium Financial first reported a position in Univest Financial in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Univest Financial position peaked at $450K in Q2 2025.
185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.