Aquatic Capital Management’s Univest Financial UVSP Stock Holding History

Aquatic Capital Management’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 Q2	$42.9K	Sell	981 -1,298	-57%	-$50.8K	﹤0.01%	1160
2026 Q1	$78.1K	Buy	2,279 +904	+66%	+$30.6K	﹤0.01%	1127
2025 Q4	$45K	Sell	1,375 -2,129	-61%	-$66.7K	﹤0.01%	1265
2025 Q3	$105K	Sell	3,504 -154	-4%	-$4.73K	﹤0.01%	1206
2025 Q2	$110K	Buy	3,658 +2,452	+203%	+$71.4K	﹤0.01%	1081
2025 Q1	$34.2K	Buy	+1,206	New	+$35.7K	﹤0.01%	1159
2024 Q1	–	Sell	-4,500	Closed	-$99K	–	1673
2023 Q4	$99K	Buy	4,500 +3,200	+246%	+$59.9K	﹤0.01%	1006
2023 Q3	$23K	Sell	1,300 -1,800	-58%	-$33.1K	﹤0.01%	1059
2023 Q2	$56K	Buy	+3,100	New	+$60.7K	﹤0.01%	967
2022 Q3	–	Sell	-1,200	Closed	-$31K	–	1571
2022 Q2	$31K	Buy	1,200 +800	+200%	+$20.5K	0.01%	759
2022 Q1	$11K	Buy	+400	New	+$11.8K	0.02%	645

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aquatic Capital Management's UVSP Position: Q2 2026 in Review

Aquatic Capital Management reduced its Univest Financial (UVSP) stake by 57% in Q2 2026, selling an estimated $50.8K and leaving 981 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Aquatic Capital Management first reported a position in UVSP in Q1 2022 and has held it in 11 quarters since. The position peaked at $110K in Q2 2025. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Aquatic Capital Management held 981 shares of Univest Financial worth $42.9K as of Q2 2026.
Aquatic Capital Management sold 1,298 Univest Financial shares in Q2 2026, an estimated $50.8K.
Univest Financial made up ﹤0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #1160 holding.
Aquatic Capital Management first reported a position in Univest Financial in Q1 2022 and has held it in 11 quarters since.
Aquatic Capital Management's Univest Financial position peaked at $110K in Q2 2025.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.