Cerity Partners
UVSP icon

Cerity Partners’s Univest Financial UVSP Stock Holding History

Cerity 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
Q1 		$355K Sell
10,363
-85
-0.8% -$2.87K ﹤0.01% 2494
2025
Q4 		$342K Buy
10,448
+2,238
+27% +$70.1K ﹤0.01% 2329
2025
Q3 		$246K Buy
+8,210
New +$252K ﹤0.01% 2410

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cerity Partners's UVSP Position: Q1 2026 in Review

Cerity Partners reduced its Univest Financial (UVSP) stake by 0.81% in Q1 2026, selling an estimated $2.87K and leaving 10,363 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Cerity Partners first reported a position in UVSP in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Cerity Partners held 10,363 shares of Univest Financial worth $355K as of Q1 2026.
  • Cerity Partners sold 85 Univest Financial shares in Q1 2026, an estimated $2.87K.
  • Univest Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2494 holding.
  • Cerity Partners first reported a position in Univest Financial in Q3 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.