Bell Investment Advisors’s Universal Corp UVV Stock Holding History

Bell Investment 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	$574	Hold	11	–	–	﹤0.01%	1686
2026 Q1	$580	Hold	11	–	–	﹤0.01%	1691
2025 Q4	$581	Hold	11	–	–	﹤0.01%	1689
2025 Q3	$615	Hold	11	–	–	﹤0.01%	1698
2025 Q2	$641	Hold	11	–	–	﹤0.01%	1710
2025 Q1	$617	Hold	11	–	–	﹤0.01%	1691
2024 Q4	$604	Hold	11	–	–	﹤0.01%	1716
2024 Q3	$585	Hold	11	–	–	﹤0.01%	1744
2024 Q2	$531	Hold	11	–	–	﹤0.01%	1798
2024 Q1	$569	Hold	11	–	–	﹤0.01%	1777
2023 Q4	$741	Sell	11 -10	-48%	-$536	﹤0.01%	1679
2023 Q3	$992	Sell	21 -17	-45%	-$821	﹤0.01%	1578
2023 Q2	$1.9K	Buy	38 +28	+280%	+$1.47K	﹤0.01%	1326
2023 Q1	$529	Buy	+10	New	+$525	﹤0.01%	1797
2022 Q3	–	Sell	-8	Closed	–	–	1963
2022 Q2	$0	Buy	+8	New	+$477	﹤0.01%	1834

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's UVV Position: Q2 2026 in Review

Bell Investment Advisors held its Universal Corp (UVV) position steady in Q2 2026 at 11 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Bell Investment Advisors first reported a position in UVV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.9K in Q2 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Bell Investment Advisors held 11 shares of Universal Corp worth $574 as of Q2 2026.
Bell Investment Advisors left its Universal Corp share count unchanged in Q2 2026.
Universal Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1686 holding.
Bell Investment Advisors first reported a position in Universal Corp in Q2 2022 and has held it in 15 quarters since.
Bell Investment Advisors's Universal Corp position peaked at $1.9K in Q2 2023.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.