Arkadios Wealth Advisors’s Universal Corp UVV Stock Holding History

Arkadios Wealth Advisors’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 Q2	$1.95M	Buy	37,368 +85	+0.2%	+$4.53K	0.03%	543
2026 Q1	$1.96M	Buy	37,283 +5,397	+17%	+$290K	0.03%	512
2025 Q4	$1.68M	Sell	31,886 -499	-2%	-$26.5K	0.03%	508
2025 Q3	$1.81M	Sell	32,385 -1,808	-5%	-$100K	0.04%	428
2025 Q2	$1.99M	Buy	+34,193	New	+$1.97M	0.06%	350

Other funds holding UVV

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arkadios Wealth Advisors's UVV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Universal Corp (UVV) stake by 0.23% in Q2 2026, buying an estimated $4.53K and bringing the position to 37,368 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #543.

Arkadios Wealth Advisors first reported a position in UVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q2 2025. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Arkadios Wealth Advisors held 37,368 shares of Universal Corp worth $1.95M as of Q2 2026.
Arkadios Wealth Advisors bought 85 Universal Corp shares in Q2 2026, an estimated $4.53K.
Universal Corp made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #543 holding.
Arkadios Wealth Advisors first reported a position in Universal Corp in Q2 2025 and has held it in 5 quarters since.
Arkadios Wealth Advisors's Universal Corp position peaked at $1.99M in Q2 2025.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.