CFM
UVV icon

Catalyst Funds Management’s Universal Corp UVV Stock Holding History

Catalyst Funds Management’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
2025
Q4 		– Sell
-11,400
Closed -$637K – 578
2025
Q3 		$637K Buy
+11,400
New +$630K 0.1% 200
2024
Q2 		– Sell
-1,800
Closed -$93.1K – 1629
2024
Q1 		$93.1K Buy
+1,800
New +$97.9K 0.03% 408

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catalyst Funds Management's UVV Position: Q4 2025 in Review

Catalyst Funds Management sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 11,400 shares — an estimated $637K sold.

Catalyst Funds Management first reported a position in UVV in Q1 2024 and held it in 2 quarters. The position peaked at $637K in Q3 2025. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Catalyst Funds Management reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 11,400 Universal Corp shares in Q4 2025, an estimated $637K.
  • Catalyst Funds Management first reported a position in Universal Corp in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Universal Corp position peaked at $637K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.