CCIA
UVSP icon

Campbell & Co Investment Adviser’s Univest Financial UVSP Stock Holding History

Campbell & Co Investment Adviser’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 		$1.65M Buy
48,083
+9,811
+26% +$332K 0.09% 336
2025
Q4 		$1.25M Buy
38,272
+14,315
+60% +$448K 0.06% 478
2025
Q3 		$719K Sell
23,957
-7,943
-25% -$244K 0.05% 564
2025
Q2 		$958K Buy
31,900
+7,343
+30% +$214K 0.06% 518
2025
Q1 		$696K Buy
24,557
+6,310
+35% +$187K 0.05% 554
2024
Q4 		$538K Sell
18,247
-2,466
-12% -$73.3K 0.04% 633
2024
Q3 		$583K Buy
20,713
+10,000
+93% +$267K 0.04% 645
2024
Q2 		$245K Sell
10,713
-6,209
-37% -$131K 0.02% 901
2024
Q1 		$352K Buy
16,922
+2,546
+18% +$51.7K 0.03% 843
2023
Q4 		$317K Buy
+14,376
New +$269K 0.03% 896
2023
Q2 		– Sell
-12,220
Closed -$290K – 1138
2023
Q1 		$290K Sell
12,220
-1,541
-11% -$40.8K 0.05% 615
2022
Q4 		$360K Sell
13,761
-5,784
-30% -$155K 0.09% 468
2022
Q3 		$459K Buy
+19,545
New +$494K 0.1% 345
2022
Q1 		– Sell
-11,399
Closed -$341K – 923
2021
Q4 		$341K Sell
11,399
-7,128
-38% -$207K 0.12% 312
2021
Q3 		$507K Buy
18,527
+7,100
+62% +$191K 0.17% 212
2021
Q2 		$301K Buy
+11,427
New +$321K 0.12% 325
2020
Q1 		– Sell
-13,168
Closed -$353K – 506
2019
Q4 		$353K Sell
13,168
-2,622
-17% -$67.8K 0.11% 356
2019
Q3 		$403K Buy
+15,790
New +$409K 0.15% 259

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

Campbell & Co Investment Adviser's UVSP Position: Q1 2026 in Review

Campbell & Co Investment Adviser increased its Univest Financial (UVSP) stake by 26% in Q1 2026, buying an estimated $332K and bringing the position to 48,083 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #336.

Campbell & Co Investment Adviser first reported a position in UVSP in Q3 2019 and has held it in 18 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Campbell & Co Investment Adviser held 48,083 shares of Univest Financial worth $1.65M as of Q1 2026.
  • Campbell & Co Investment Adviser bought 9,811 Univest Financial shares in Q1 2026, an estimated $332K.
  • Univest Financial made up 0.09% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #336 holding.
  • Campbell & Co Investment Adviser first reported a position in Univest Financial in Q3 2019 and has held it in 18 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.