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
Q2 		$464K Buy
10,617
+254
+2% +$9.95K ﹤0.01% 2478
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cerity Partners's UVSP Position: Q2 2026 in Review

Cerity Partners increased its Univest Financial (UVSP) stake by 2.5% in Q2 2026, buying an estimated $9.95K and bringing the position to 10,617 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Cerity Partners first reported a position in UVSP in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Cerity Partners held 10,617 shares of Univest Financial worth $464K as of Q2 2026.
  • Cerity Partners bought 254 Univest Financial shares in Q2 2026, an estimated $9.95K.
  • Univest Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2478 holding.
  • Cerity Partners first reported a position in Univest Financial in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.