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Bartlett & Co Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86K Hold
2,200
– – ﹤0.01% 596
2025
Q4 		$74.4K Hold
2,200
– – ﹤0.01% 599
2025
Q3 		$57.9K Hold
2,200
– – ﹤0.01% 647
2025
Q2 		$61K Hold
2,200
– – ﹤0.01% 625
2025
Q1 		$52.1K Hold
2,200
– – ﹤0.01% 642
2024
Q4 		$46.3K Hold
2,200
– – ﹤0.01% 666
2024
Q3 		$48.8K Hold
2,200
– – ﹤0.01% 664
2024
Q2 		$41.3K Hold
2,200
– – ﹤0.01% 688
2024
Q1 		$44.7K Hold
2,200
– – ﹤0.01% 680
2023
Q4 		$35.2K Hold
2,200
– – ﹤0.01% 760
2023
Q3 		$30.8K Hold
2,200
– – ﹤0.01% 737
2023
Q2 		$33.9K Buy
+2,200
New +$36.5K ﹤0.01% 733

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DSC
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VCM
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return