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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
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
BlackRock New York $5.72T 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
VCM
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
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

Aquatic Capital Management's UVSP Position: Q1 2026 in Review

Aquatic Capital Management increased its Univest Financial (UVSP) stake by 66% in Q1 2026, buying an estimated $30.6K and bringing the position to 2,279 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Aquatic Capital Management first reported a position in UVSP in Q1 2022 and has held it in 10 quarters since. The position peaked at $110K in Q2 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Aquatic Capital Management held 2,279 shares of Univest Financial worth $78.1K as of Q1 2026.
  • Aquatic Capital Management bought 904 Univest Financial shares in Q1 2026, an estimated $30.6K.
  • Univest Financial made up ﹤0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #1127 holding.
  • Aquatic Capital Management first reported a position in Univest Financial in Q1 2022 and has held it in 10 quarters since.
  • Aquatic Capital Management's Univest Financial position peaked at $110K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.