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Atria Wealth Solutions’s Univest Financial UVSP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$416K Hold
13,859
– – 0.01% 1001
2025
Q1 		$393K Hold
13,859
– – ﹤0.01% 1320
2024
Q4 		$409K Hold
13,859
– – ﹤0.01% 1377
2024
Q3 		$390K Buy
+13,859
New +$369K ﹤0.01% 1365

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atria Wealth Solutions's UVSP Position: Q2 2025 in Review

Atria Wealth Solutions held its Univest Financial (UVSP) position steady in Q2 2025 at 13,859 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1001.

Atria Wealth Solutions first reported a position in UVSP in Q3 2024 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

  • Atria Wealth Solutions held 13,859 shares of Univest Financial worth $416K as of Q2 2025.
  • Atria Wealth Solutions left its Univest Financial share count unchanged in Q2 2025.
  • Univest Financial made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1001 holding.
  • Atria Wealth Solutions first reported a position in Univest Financial in Q3 2024 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.