Arax Advisory Partners’s Universal Corp UVV Stock Holding History

Arax Advisory Partners’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
2026 Q1	$1.21K	Sell	23 -243	-91%	-$13.1K	﹤0.01%	3247
2025 Q4	$14K	Sell	266 -722	-73%	-$38.4K	﹤0.01%	2309
2025 Q3	$55.2K	Buy	988 +836	+550%	+$46.2K	﹤0.01%	1786
2025 Q2	$8.85K	Hold	152	–	–	﹤0.01%	2015
2025 Q1	$8.52K	Buy	152 +116	+322%	+$6.18K	﹤0.01%	1613
2024 Q4	$1.98K	Hold	36	–	–	﹤0.01%	2018
2024 Q3	$1.91K	Sell	36 -35	-49%	-$1.81K	﹤0.01%	2080
2024 Q2	$3.42K	Buy	+71	New	+$3.54K	﹤0.01%	1757

Other funds holding UVV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return