CAL
UVV icon

Capital Advisors Ltd’s Universal Corp UVV Stock Holding History

Capital Advisors Ltd’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 		$17K Buy
321
+137
+74% +$7.3K ﹤0.01% 739
2026
Q1 		$10K Sell
184
-19
-9% -$1.02K ﹤0.01% 838
2025
Q4 		$11K Buy
203
+169
+497% +$8.98K ﹤0.01% 796
2025
Q3 		$2K Buy
34
+15
+79% +$829 ﹤0.01% 1104
2025
Q2 		$1K Buy
19
+2
+12% +$115 ﹤0.01% 1286
2025
Q1 		$1K Buy
17
+4
+31% +$213 ﹤0.01% 1283
2024
Q4 		$1K Buy
+13
New +$697 ﹤0.01% 1319

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital Advisors Ltd's UVV Position: Q2 2026 in Review

Capital Advisors Ltd increased its Universal Corp (UVV) stake by 74% in Q2 2026, buying an estimated $7.3K and bringing the position to 321 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Capital Advisors Ltd first reported a position in UVV in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Capital Advisors Ltd held 321 shares of Universal Corp worth $17K as of Q2 2026.
  • Capital Advisors Ltd bought 137 Universal Corp shares in Q2 2026, an estimated $7.3K.
  • Universal Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #739 holding.
  • Capital Advisors Ltd first reported a position in Universal Corp in Q4 2024 and has held it in 7 quarters since.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.