Blue Bell Private Wealth Management’s Univest Financial UVSP Stock Holding History

Blue Bell Private Wealth Management’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 Q1	$18.8K	Hold	550	–	–	﹤0.01%	513
2025 Q4	$18K	Hold	550	–	–	﹤0.01%	501
2025 Q3	$16.5K	Hold	550	–	–	﹤0.01%	500
2025 Q2	$16.5K	Hold	550	–	–	﹤0.01%	485
2025 Q1	$15.6K	Hold	550	–	–	﹤0.01%	479
2024 Q4	$16.2K	Hold	550	–	–	﹤0.01%	462
2024 Q3	$15.5K	Hold	550	–	–	﹤0.01%	482
2024 Q2	$12.6K	Hold	550	–	–	﹤0.01%	498
2024 Q1	$11.5K	Hold	550	–	–	﹤0.01%	510
2023 Q4	$12.1K	Hold	550	–	–	﹤0.01%	474
2023 Q3	$9.56K	Hold	550	–	–	﹤0.01%	427
2023 Q2	$9.94K	Hold	550	–	–	﹤0.01%	417
2023 Q1	$13.1K	Hold	550	–	–	﹤0.01%	355
2022 Q4	$14.4K	Hold	550	–	–	﹤0.01%	340
2022 Q3	$13K	Hold	550	–	–	﹤0.01%	350
2022 Q2	$14K	Hold	550	–	–	﹤0.01%	354
2022 Q1	$15K	Hold	550	–	–	﹤0.01%	360
2021 Q4	$16K	Buy	+550	New	+$16K	﹤0.01%	339

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Blue Bell Private Wealth Management's UVSP Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Univest Financial (UVSP) position steady in Q1 2026 at 550 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Blue Bell Private Wealth Management first reported a position in UVSP in Q4 2021 and has held it in 18 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Blue Bell Private Wealth Management held 550 shares of Univest Financial worth $18.8K as of Q1 2026.
Blue Bell Private Wealth Management left its Univest Financial share count unchanged in Q1 2026.
Univest Financial made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #513 holding.
Blue Bell Private Wealth Management first reported a position in Univest Financial in Q4 2021 and has held it in 18 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.