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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Hold	11,988	–	–	0.01%	647
2026 Q1	$411K	Hold	11,988	–	–	0.01%	639
2025 Q4	$392K	Hold	11,988	–	–	0.01%	664
2025 Q3	$360K	Hold	11,988	–	–	0.01%	645
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	+$356K	0.01%	580

Other funds holding UVSP

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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Cary Street Partners held its Univest Financial (UVSP) position steady in Q2 2026 at 11,988 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #647.

Cary Street Partners first reported a position in UVSP in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Cary Street Partners held 11,988 shares of Univest Financial worth $524K as of Q2 2026.
Cary Street Partners left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #647 holding.
Cary Street Partners first reported a position in Univest Financial in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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