Cedar Mountain Advisors
UVSP icon

Cedar Mountain Advisors’s Univest Financial UVSP Stock Holding History

Cedar Mountain Advisors’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
Q3 		$17.8K Hold
434
– – ﹤0.01% 331
2026
Q2 		$19K Hold
434
– – ﹤0.01% 350
2026
Q1 		$14.9K Buy
+434
New +$14.7K ﹤0.01% 365

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Compass Ion Advisors
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Wedge Capital Management
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Graves Light Lenhart Wealth
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Wealth Enhancement Advisory Services
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IVC Wealth Advisors
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Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Cedar Mountain Advisors's UVSP Position: Q3 2026 in Review

Cedar Mountain Advisors held its Univest Financial (UVSP) position steady in Q3 2026 at 434 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Cedar Mountain Advisors first reported a position in UVSP in Q1 2026 and has held it in 3 quarters since. The position peaked at $19K in Q2 2026. 39 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Cedar Mountain Advisors held 434 shares of Univest Financial worth $17.8K as of Q3 2026.
  • Cedar Mountain Advisors left its Univest Financial share count unchanged in Q3 2026.
  • Univest Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #331 holding.
  • Cedar Mountain Advisors first reported a position in Univest Financial in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Univest Financial position peaked at $19K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.