Cerity Partners
UVV icon

Cerity Partners’s Universal Corp UVV Stock Holding History

Cerity Partners’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
2026
Q2 		– Sell
-25,970
Closed -$1.37M – 3572
2026
Q1 		$1.37M Sell
25,970
-175
-0.7% -$9.42K ﹤0.01% 1683
2025
Q4 		$1.38M Sell
26,145
-142
-0.5% -$7.54K ﹤0.01% 1551
2025
Q3 		$1.47M Buy
26,287
+2,265
+9% +$125K ﹤0.01% 1430
2025
Q2 		$1.4M Buy
24,022
+860
+4% +$49.5K ﹤0.01% 1367
2025
Q1 		$1.3M Sell
23,162
-38,983
-63% -$2.08M ﹤0.01% 1314
2024
Q4 		$3.41M Buy
62,145
+37,141
+149% +$1.99M 0.01% 866
2024
Q3 		$1.33M Buy
25,004
+4,935
+25% +$255K ﹤0.01% 1274
2024
Q2 		$967K Sell
20,069
-510
-2% -$25.4K ﹤0.01% 1247
2024
Q1 		$1.06M Buy
20,579
+580
+3% +$31.6K ﹤0.01% 1243
2023
Q4 		$1.35M Buy
+19,999
New +$1.07M ﹤0.01% 893
2023
Q3 		– Sell
-17,798
Closed -$889K – 1713
2023
Q2 		$889K Buy
17,798
+155
+0.9% +$8.15K ﹤0.01% 961
2023
Q1 		$1.46M Hold
17,643
– – ﹤0.01% 828
2022
Q4 		$931K Buy
17,643
+39
+0.2% +$2.03K 0.01% 716
2022
Q3 		$811K Buy
17,604
+2,208
+14% +$116K 0.01% 562
2022
Q2 		$931K Buy
15,396
+113
+0.7% +$6.74K 0.01% 568
2022
Q1 		$887K Buy
15,283
+29
+0.2% +$1.6K 0.01% 469
2021
Q4 		$838K Buy
15,254
+8
+0.1% +$399 0.01% 466
2021
Q3 		$737K Buy
15,246
+4,357
+40% +$221K 0.02% 402
2021
Q2 		$620K Hold
10,889
– – 0.01% 434
2021
Q1 		$642K Hold
10,889
– – 0.02% 401
2020
Q4 		$529K Hold
10,889
– – 0.02% 402
2020
Q3 		$456K Buy
10,889
+3,568
+49% +$153K 0.02% 331
2020
Q2 		$311K Hold
7,321
– – 0.02% 347
2020
Q1 		$324K Hold
7,321
– – 0.02% 331
2019
Q4 		$418K Hold
7,321
– – 0.02% 370
2019
Q3 		$401K Buy
+7,321
New +$410K 0.02% 348

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cerity Partners's UVV Position: Q2 2026 in Review

Cerity Partners sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 25,970 shares — an estimated $1.37M sold.

Cerity Partners first reported a position in UVV in Q3 2019 and held it in 26 quarters. The position peaked at $3.41M in Q4 2024. 218 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Cerity Partners reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 25,970 Universal Corp shares in Q2 2026, an estimated $1.37M.
  • Cerity Partners first reported a position in Universal Corp in Q3 2019 and held it in 26 quarters.
  • Cerity Partners's Universal Corp position peaked at $3.41M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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