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Broadwater Capital’s Universal Corp UVV Stock Holding History

Broadwater Capital’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
2025
Q2 		– Sell
-15
Closed -$841 – 227
2025
Q1 		$841 Hold
15
– – ﹤0.01% 211
2024
Q4 		$823 Hold
15
– – ﹤0.01% 220
2024
Q3 		$797 Hold
15
– – ﹤0.01% 227
2024
Q2 		$723 Hold
15
– – ﹤0.01% 227
2024
Q1 		$776 Buy
+15
New +$816 ﹤0.01% 225

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Broadwater Capital's UVV Position: Q2 2025 in Review

Broadwater Capital sold out of Universal Corp (UVV) in Q2 2025, closing a stake of 15 shares — an estimated $841 sold.

Broadwater Capital first reported a position in UVV in Q1 2024 and held it in 5 quarters. The position peaked at $841 in Q1 2025. 239 funds tracked by Wall St. Rank hold UVV as of Q2 2025.

  • Broadwater Capital reported no remaining Universal Corp position as of Q2 2025 after selling out during the quarter.
  • Broadwater Capital sold 15 Universal Corp shares in Q2 2025, an estimated $841.
  • Broadwater Capital first reported a position in Universal Corp in Q1 2024 and held it in 5 quarters.
  • Broadwater Capital's Universal Corp position peaked at $841 in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Universal Corp as of Q2 2025.

Based on Broadwater Capital's 13F filing for Q2 2025, filed 31 Oct 2025.