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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bogart Wealth LLC's UVSP Position: Q1 2026 in Review

Bogart Wealth LLC held its Univest Financial (UVSP) position steady in Q1 2026 at 440 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Bogart Wealth LLC first reported a position in UVSP in Q4 2024 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Bogart Wealth LLC held 440 shares of Univest Financial worth $15.1K as of Q1 2026.
  • Bogart Wealth LLC left its Univest Financial share count unchanged in Q1 2026.
  • Univest Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #793 holding.
  • Bogart Wealth LLC first reported a position in Univest Financial in Q4 2024 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.