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Blue Trust Inc’s Univest Financial UVSP Stock Holding History

Blue Trust Inc’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 		$11.9K Buy
+271
New +$10.6K ﹤0.01% 1814
2024
Q4 		– Sell
-15
Closed -$342 – 2982
2024
Q3 		$342 Buy
+15
New +$400 ﹤0.01% 2828

Other funds holding UVSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blue Trust Inc's UVSP Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Univest Financial (UVSP) in Q2 2026: 271 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in UVSP as recently as Q3 2024.

Blue Trust Inc first reported a position in UVSP in Q3 2024 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Blue Trust Inc held 271 shares of Univest Financial worth $11.9K as of Q2 2026.
  • Univest Financial was a new Blue Trust Inc position in Q2 2026.
  • Univest Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1814 holding.
  • Blue Trust Inc first reported a position in Univest Financial in Q3 2024 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.