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Blue Trust Inc’s Universal Corp UVV Stock Holding History

Blue Trust Inc’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 		$39.2K Sell
751
-29
-4% -$1.54K ﹤0.01% 1448
2026
Q1 		$41.1K Sell
780
-34
-4% -$1.83K ﹤0.01% 1406
2025
Q4 		$42.9K Sell
814
-571
-41% -$30.3K ﹤0.01% 1411
2025
Q3 		$77.4K Hold
1,385
– – ﹤0.01% 1185
2025
Q2 		$80.7K Sell
1,385
-20
-1% -$1.15K ﹤0.01% 1141
2025
Q1 		$78.8K Buy
1,405
+131
+10% +$6.98K ﹤0.01% 1101
2024
Q4 		$69.9K Sell
1,274
-1,259
-50% -$67.5K ﹤0.01% 1094
2024
Q3 		$122K Buy
2,533
+1,503
+146% +$77.7K ﹤0.01% 1112
2024
Q2 		$53.3K Buy
1,030
+610
+145% +$30.4K ﹤0.01% 1228
2024
Q1 		$21.7K Sell
420
-305
-42% -$16.6K ﹤0.01% 1201
2023
Q4 		$34K Buy
725
+325
+81% +$17.4K ﹤0.01% 1094
2023
Q3 		$20K Hold
400
– – ﹤0.01% 1185
2023
Q2 		$21K Sell
400
-457
-53% -$24K ﹤0.01% 1034
2023
Q1 		$45K Sell
857
-106
-11% -$5.56K ﹤0.01% 1080
2022
Q4 		$45K Buy
963
+62
+7% +$3.23K ﹤0.01% 973
2022
Q3 		$54K Buy
901
+114
+14% +$5.97K ﹤0.01% 728
2022
Q2 		$46K Buy
+787
New +$46.9K ﹤0.01% 711

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Blue Trust Inc reduced its Universal Corp (UVV) stake by 3.7% in Q2 2026, selling an estimated $1.54K and leaving 751 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Blue Trust Inc first reported a position in UVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $122K in Q3 2024. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Blue Trust Inc held 751 shares of Universal Corp worth $39.2K as of Q2 2026.
  • Blue Trust Inc sold 29 Universal Corp shares in Q2 2026, an estimated $1.54K.
  • Universal Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1448 holding.
  • Blue Trust Inc first reported a position in Universal Corp in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Universal Corp position peaked at $122K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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