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C.M. Bidwell & Associates’s Univest Financial UVSP Stock Holding History

C.M. Bidwell & Associates’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
2025
Q3 		– Sell
-168
Closed -$5.05K – 533
2025
Q2 		$5.05K Hold
168
– – ﹤0.01% 321
2025
Q1 		$4.76K Hold
168
– – ﹤0.01% 314
2024
Q4 		$4.96K Hold
168
– – ﹤0.01% 332
2024
Q3 		$4.73K Hold
168
– – ﹤0.01% 332
2024
Q2 		$3.83K Buy
+168
New +$3.55K ﹤0.01% 347

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

C.M. Bidwell & Associates's UVSP Position: Q3 2025 in Review

C.M. Bidwell & Associates sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 168 shares — an estimated $5.05K sold.

C.M. Bidwell & Associates first reported a position in UVSP in Q2 2024 and held it in 5 quarters. The position peaked at $5.05K in Q2 2025. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • C.M. Bidwell & Associates reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 168 Univest Financial shares in Q3 2025, an estimated $5.05K.
  • C.M. Bidwell & Associates first reported a position in Univest Financial in Q2 2024 and held it in 5 quarters.
  • C.M. Bidwell & Associates's Univest Financial position peaked at $5.05K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.