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Bogart Wealth LLC’s Univest Financial UVSP Stock Holding History

Bogart Wealth LLC’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 		– Sell
-440
Closed -$15.1K – 2091
2026
Q1 		$15.1K Hold
440
– – ﹤0.01% 793
2025
Q4 		$14.4K Buy
+440
New +$13.8K ﹤0.01% 772
2025
Q3 		– Sell
-250
Closed -$7.51K – 1595
2025
Q2 		$7.51K Sell
250
-250
-50% -$7.28K ﹤0.01% 849
2025
Q1 		$14.2K Hold
500
– – ﹤0.01% 673
2024
Q4 		$14.8K Buy
+500
New +$14.9K ﹤0.01% 647

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's UVSP Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 440 shares — an estimated $15.1K sold.

Bogart Wealth LLC first reported a position in UVSP in Q4 2024 and held it in 5 quarters. The position peaked at $15.1K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 440 Univest Financial shares in Q2 2026, an estimated $15.1K.
  • Bogart Wealth LLC first reported a position in Univest Financial in Q4 2024 and held it in 5 quarters.
  • Bogart Wealth LLC's Univest Financial position peaked at $15.1K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.