CAAS
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Capital Asset Advisory Services’s Universal Corp UVV Stock Holding History

Capital Asset Advisory Services’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 		$222K Buy
+4,250
New +$226K 0.01% 334

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Invesco
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Geode Capital Management
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Charles Schwab
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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 Asset Advisory Services's UVV Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Universal Corp (UVV) in Q2 2026: 4,250 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings.

232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Capital Asset Advisory Services held 4,250 shares of Universal Corp worth $222K as of Q2 2026.
  • Universal Corp was a new Capital Asset Advisory Services position in Q2 2026.
  • Universal Corp made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #334 holding.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.