Arax Advisory Partners’s Univest Financial UVSP Stock Holding History

Arax Advisory Partners’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	$23.2K	Buy	676 +9	+1%	+$304	﹤0.01%	2038
2025 Q4	$21.8K	Sell	667 -4,637	-87%	-$145K	﹤0.01%	2070
2025 Q3	$159K	Buy	+5,304	New	+$163K	﹤0.01%	1347
2025 Q1	–	Sell	-719	Closed	-$21.2K	–	3050
2024 Q4	$21.2K	Hold	719	–	–	﹤0.01%	1194
2024 Q3	$20.2K	Hold	719	–	–	﹤0.01%	1078
2024 Q2	$16.4K	Buy	+719	New	+$15.2K	﹤0.01%	1044
2021 Q3	–	Sell	-2,500	Closed	-$66K	–	1078
2021 Q2	$66K	Buy	+2,500	New	+$70.2K	0.01%	425
2020 Q4	$58K	Hold	2,800	–	–	0.01%	390
2020 Q3	$40K	Sell	2,800 -4,097	-59%	-$63.7K	0.01%	413
2020 Q2	$111K	Sell	6,897 -5,000	-42%	-$80.2K	0.02%	248
2020 Q1	$194K	Buy	11,897 +500	+4%	+$11.4K	0.04%	157
2019 Q4	$305K	Buy	11,397 +1,610	+16%	+$41.7K	0.09%	100
2019 Q3	$250K	Hold	9,787	–	–	0.08%	123
2019 Q2	$257K	Buy	+9,787	New	+$246K	0.09%	115
2018 Q4	$200K	Buy	9,287 +3,490	+60%	+$84.9K	0.08%	121
2018 Q3	$153K	Buy	+5,797	New	+$161K	0.06%	144

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Arax Advisory Partners's UVSP Position: Q1 2026 in Review

Arax Advisory Partners increased its Univest Financial (UVSP) stake by 1.3% in Q1 2026, buying an estimated $304 and bringing the position to 676 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Arax Advisory Partners first reported a position in UVSP in Q3 2018 and has held it in 16 quarters since. The position peaked at $305K in Q4 2019. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Arax Advisory Partners held 676 shares of Univest Financial worth $23.2K as of Q1 2026.
Arax Advisory Partners bought 9 Univest Financial shares in Q1 2026, an estimated $304.
Univest Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2038 holding.
Arax Advisory Partners first reported a position in Univest Financial in Q3 2018 and has held it in 16 quarters since.
Arax Advisory Partners's Univest Financial position peaked at $305K in Q4 2019.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.