Cary Street Partners Investment Advisory’s Univest Financial UVSP Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$4.59K	Buy	105 +19	+22%	+$744	﹤0.01%	716
2026 Q1	$2.95K	Hold	86	–	–	﹤0.01%	664
2025 Q4	$2.82K	Hold	86	–	–	﹤0.01%	657
2025 Q3	$2.58K	Hold	86	–	–	﹤0.01%	584
2025 Q2	$2.58K	Buy	86 +16	+23%	+$466	﹤0.01%	561
2025 Q1	$1.99K	Buy	70 +16	+30%	+$473	﹤0.01%	542
2024 Q4	$1.59K	Sell	54 -11,988	-100%	-$356K	﹤0.01%	491
2024 Q3	$339K	Hold	12,042	–	–	0.01%	591
2024 Q2	$275K	Buy	12,042 +54	+0.5%	+$1.14K	0.01%	618
2024 Q1	$250K	Hold	11,988	–	–	0.01%	601
2023 Q4	$264K	Sell	11,988 -200	-2%	-$3.75K	0.01%	551
2023 Q3	$212K	Buy	12,188 +1,650	+16%	+$30.4K	0.01%	538
2023 Q2	$191K	Hold	10,538	–	–	0.01%	521
2023 Q1	$250K	Buy	10,538 +300	+3%	+$7.94K	0.02%	433
2022 Q4	$268K	Hold	10,238	–	–	0.02%	418
2022 Q3	$240K	Hold	10,238	–	–	0.02%	419
2022 Q2	$260K	Hold	10,238	–	–	0.02%	383
2022 Q1	$274K	Hold	10,238	–	–	0.08%	224
2021 Q4	$306K	Hold	10,238	–	–	0.08%	207
2021 Q3	$280K	Hold	10,238	–	–	0.09%	195
2021 Q2	$270K	Buy	10,238 +9,183	+870%	+$258K	0.09%	198
2021 Q1	$30K	Buy	+1,055	New	+$26.8K	0.01%	288
2020 Q4	–	Sell	-11,438	Closed	-$164K	–	843
2020 Q3	$164K	Buy	+11,438	New	+$178K	0.03%	288

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's UVSP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Univest Financial (UVSP) stake by 22% in Q2 2026, buying an estimated $744 and bringing the position to 105 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Cary Street Partners Investment Advisory first reported a position in UVSP in Q3 2020 and has held it in 23 quarters since. The position peaked at $339K in Q3 2024. 109 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Cary Street Partners Investment Advisory held 105 shares of Univest Financial worth $4.59K as of Q2 2026.
Cary Street Partners Investment Advisory bought 19 Univest Financial shares in Q2 2026, an estimated $744.
Univest Financial made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #716 holding.
Cary Street Partners Investment Advisory first reported a position in Univest Financial in Q3 2020 and has held it in 23 quarters since.
Cary Street Partners Investment Advisory's Univest Financial position peaked at $339K in Q3 2024.
109 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.