Cary Street Partners Investment Advisory’s Universal Corp UVV Stock Holding History

Cary Street Partners Investment Advisory’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	$1.98K	Buy	38 +16	+73%	+$852	﹤0.01%	726
2026 Q1	$1.16K	Sell	22 -1	-4%	-$54	﹤0.01%	677
2025 Q4	$1.21K	Sell	23 -5	-18%	-$266	﹤0.01%	673
2025 Q3	$1.56K	Hold	28	–	–	﹤0.01%	593
2025 Q2	$1.63K	Buy	28 +13	+87%	+$749	﹤0.01%	572
2025 Q1	$841	Buy	+15	New	+$800	﹤0.01%	558

Other funds holding UVV

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Cary Street Partners Investment Advisory increased its Universal Corp (UVV) stake by 73% in Q2 2026, buying an estimated $852 and bringing the position to 38 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Cary Street Partners Investment Advisory first reported a position in UVV in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Cary Street Partners Investment Advisory held 38 shares of Universal Corp worth $1.98K as of Q2 2026.
Cary Street Partners Investment Advisory bought 16 Universal Corp shares in Q2 2026, an estimated $852.
Universal Corp made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #726 holding.
Cary Street Partners Investment Advisory first reported a position in Universal Corp in Q1 2025 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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