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Bernardo Wealth Planning’s Univest Financial UVSP Stock Holding History

Bernardo Wealth Planning’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 		$1.06M Buy
24,271
+710
+3% +$27.8K 0.18% 56
2026
Q1 		$807K Buy
23,561
+49
+0.2% +$1.66K 0.16% 61
2025
Q4 		$770K Sell
23,512
-660
-3% -$20.7K 0.15% 60
2025
Q3 		$726K Buy
24,172
+3,484
+17% +$107K 0.14% 59
2025
Q2 		$621K Buy
20,688
+8,755
+73% +$255K 0.13% 62
2025
Q1 		$338K Buy
11,933
+3
+0% +$89 0.08% 81
2024
Q4 		$330K Sell
11,930
-997
-8% -$29.6K 0.08% 83
2024
Q3 		$370K Buy
12,927
+3
+0% +$80 0.09% 79
2024
Q2 		$295K Buy
12,924
+431
+3% +$9.11K 0.08% 80
2024
Q1 		$260K Buy
+12,493
New +$254K 0.07% 85
2023
Q4 		– Sell
-10,085
Closed -$175K – 92
2023
Q3 		$175K Sell
10,085
-964
-9% -$17.7K 0.07% 81
2023
Q2 		$200K Sell
11,049
-2,731
-20% -$53.5K 0.08% 86
2023
Q1 		$327K Buy
13,780
+12
+0.1% +$318 0.14% 63
2022
Q4 		$360K Buy
13,768
+12
+0.1% +$322 0.17% 61
2022
Q3 		$361K Sell
13,756
-360
-3% -$9.09K 0.2% 55
2022
Q2 		$359K Buy
14,116
+16
+0.1% +$410 0.21% 56
2022
Q1 		$377K Buy
14,100
+988
+8% +$29K 0.19% 58
2021
Q4 		$392K Buy
13,112
+2,313
+21% +$67.3K 0.19% 55
2021
Q3 		$295K Buy
10,799
+167
+2% +$4.48K 0.17% 60
2021
Q2 		$280K Buy
10,632
+1
+0% +$28 0.17% 62
2021
Q1 		$303K Buy
+10,631
New +$270K 0.19% 59
2020
Q4 		– Sell
-20,210
Closed -$290K – 177
2020
Q3 		$290K Sell
20,210
-1,754
-8% -$27.3K 0.13% 122
2020
Q2 		$354K Buy
21,964
+1,270
+6% +$20.4K 0.19% 99
2020
Q1 		$337K Buy
20,694
+2
+0% +$46 0.23% 102
2019
Q4 		$554K Buy
20,692
+2
+0% +$52 0.34% 70
2019
Q3 		$527K Buy
20,690
+2
+0% +$52 0.38% 64
2019
Q2 		$543K Buy
+20,688
New +$519K 0.43% 57

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bernardo Wealth Planning's UVSP Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Univest Financial (UVSP) stake by 3% in Q2 2026, buying an estimated $27.8K and bringing the position to 24,271 shares worth $1.06M. The position accounts for 0.18% of the portfolio, ranked #56.

Bernardo Wealth Planning first reported a position in UVSP in Q2 2019 and has held it in 27 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Bernardo Wealth Planning held 24,271 shares of Univest Financial worth $1.06M as of Q2 2026.
  • Bernardo Wealth Planning bought 710 Univest Financial shares in Q2 2026, an estimated $27.8K.
  • Univest Financial made up 0.18% of Bernardo Wealth Planning's portfolio in Q2 2026, its #56 holding.
  • Bernardo Wealth Planning first reported a position in Univest Financial in Q2 2019 and has held it in 27 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.