CSP
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Cary Street Partners’s Univest Financial UVSP Stock Holding History

Cary Street Partners’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$360K Hold
11,988
– – 0.01% 625
2025
Q1 		$340K Hold
11,988
– – 0.01% 619
2024
Q4 		$354K Buy
+11,988
New +$354K 0.01% 580