Bogart Wealth LLC’s Universal Corp UVV Stock Holding History

Bogart Wealth LLC’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	$15.7K	Hold	300	–	–	﹤0.01%	871
2026 Q1	$15.8K	Hold	300	–	–	﹤0.01%	782
2025 Q4	$15.8K	Hold	300	–	–	﹤0.01%	737
2025 Q3	$16.8K	Hold	300	–	–	﹤0.01%	709
2025 Q2	$17.5K	Hold	300	–	–	﹤0.01%	665
2025 Q1	$16.8K	Hold	300	–	–	﹤0.01%	626
2024 Q4	$16.5K	Hold	300	–	–	﹤0.01%	626
2024 Q3	$15.9K	Hold	300	–	–	﹤0.01%	589
2024 Q2	$14.5K	Hold	300	–	–	﹤0.01%	594
2024 Q1	$15.5K	Hold	300	–	–	﹤0.01%	561
2023 Q4	$20.2K	Hold	300	–	–	﹤0.01%	504
2023 Q3	$14.2K	Hold	300	–	–	﹤0.01%	533
2023 Q2	$15K	Hold	300	–	–	﹤0.01%	514
2023 Q1	$15.9K	Hold	300	–	–	﹤0.01%	500
2022 Q4	$15.8K	Hold	300	–	–	﹤0.01%	468
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	492
2022 Q2	$18K	Buy	+300	New	+$17.9K	﹤0.01%	435

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Bogart Wealth LLC held its Universal Corp (UVV) position steady in Q2 2026 at 300 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Bogart Wealth LLC first reported a position in UVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.2K in Q4 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Bogart Wealth LLC held 300 shares of Universal Corp worth $15.7K as of Q2 2026.
Bogart Wealth LLC left its Universal Corp share count unchanged in Q2 2026.
Universal Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #871 holding.
Bogart Wealth LLC first reported a position in Universal Corp in Q2 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's Universal Corp position peaked at $20.2K in Q4 2023.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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