Carson Wealth (CWM LLC)
UVSP icon

Carson Wealth (CWM LLC)’s Univest Financial UVSP Stock Holding History

Carson Wealth (CWM LLC)’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 		$517K Buy
15,085
+813
+6% +$27.5K ﹤0.01% 1994
2025
Q4 		$467K Buy
14,272
+1,140
+9% +$35.7K ﹤0.01% 1965
2025
Q3 		$394K Buy
13,132
+3,328
+34% +$102K ﹤0.01% 1936
2025
Q2 		$295K Buy
9,804
+1,010
+11% +$29.4K ﹤0.01% 1882
2025
Q1 		$249K Buy
8,794
+1,850
+27% +$54.7K ﹤0.01% 1785
2024
Q4 		$205K Buy
6,944
+748
+12% +$22.2K ﹤0.01% 1808
2024
Q3 		$174K Buy
6,196
+2,465
+66% +$65.7K ﹤0.01% 1831
2024
Q2 		$85K Buy
3,731
+2,538
+213% +$53.6K ﹤0.01% 2085
2024
Q1 		$25K Buy
1,193
+565
+90% +$11.5K ﹤0.01% 2764
2023
Q4 		$14K Buy
628
+21
+3% +$393 ﹤0.01% 3013
2023
Q3 		$11K Buy
607
+352
+138% +$6.48K ﹤0.01% 3104
2023
Q2 		$5K Sell
255
-59
-19% -$1.16K ﹤0.01% 3478
2023
Q1 		$7K Sell
314
-84
-21% -$2.22K ﹤0.01% 3168
2022
Q4 		$10K Buy
398
+239
+150% +$6.41K ﹤0.01% 2817
2022
Q3 		$4K Sell
159
-38
-19% -$960 ﹤0.01% 3227
2022
Q2 		$5K Sell
197
-1,183
-86% -$30.3K ﹤0.01% 3019
2022
Q1 		$37K Buy
1,380
+1,291
+1,451% +$37.9K ﹤0.01% 1756
2021
Q4 		$3K Buy
+89
New +$2.59K ﹤0.01% 3044

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UVSP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Univest Financial (UVSP) stake by 5.7% in Q1 2026, buying an estimated $27.5K and bringing the position to 15,085 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Carson Wealth (CWM LLC) first reported a position in UVSP in Q4 2021 and has held it in 18 quarters since. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,085 shares of Univest Financial worth $517K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 813 Univest Financial shares in Q1 2026, an estimated $27.5K.
  • Univest Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1994 holding.
  • Carson Wealth (CWM LLC) first reported a position in Univest Financial in Q4 2021 and has held it in 18 quarters since.
  • 209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.