Armis Advisers’s Univest Financial UVSP Stock Holding History

Armis Advisers’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	$825K	Hold	18,665	–	–	0.08%	193
2026 Q1	$705K	Buy	18,665 +35	+0.2%	+$1.18K	0.07%	196
2025 Q4	$614K	Hold	18,630	–	–	0.07%	198
2025 Q3	$549K	Hold	18,630	–	–	0.05%	184
2025 Q2	$590K	Hold	18,630	–	–	0.05%	256
2025 Q1	$550K	Buy	+18,630	New	+$551K	0.05%	237

Other funds holding UVSP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armis Advisers's UVSP Position: Q2 2026 in Review

Armis Advisers held its Univest Financial (UVSP) position steady in Q2 2026 at 18,665 shares worth $825K. The position accounts for 0.08% of the portfolio, ranked #193.

Armis Advisers first reported a position in UVSP in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Armis Advisers held 18,665 shares of Univest Financial worth $825K as of Q2 2026.
Armis Advisers left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up 0.08% of Armis Advisers's portfolio in Q2 2026, its #193 holding.
Armis Advisers first reported a position in Univest Financial in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.