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Choreo LLC’s Univest Financial UVSP Stock Holding History

Choreo LLC’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 		$445K Buy
+10,177
New +$399K ﹤0.01% 1066
2016
Q2 		– Sell
-15,237
Closed -$300K – 220
2016
Q1 		$300K Hold
15,237
– – 0.06% 148
2015
Q4 		$321K Sell
15,237
-8,000
-34% -$162K 0.08% 112
2015
Q3 		$451K Sell
23,237
-8,075
-26% -$159K 0.12% 86
2015
Q2 		$644K Sell
31,312
-15,656
-33% -$307K 0.16% 70
2015
Q1 		$929K Buy
+46,968
New +$904K 0.24% 51

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 $3.37T AUM 44.26% 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

Choreo LLC's UVSP Position: Q2 2026 in Review

Choreo LLC opened a new position in Univest Financial (UVSP) in Q2 2026: 10,177 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: Choreo LLC previously reported a position in UVSP as recently as Q1 2016.

Choreo LLC first reported a position in UVSP in Q1 2015 and has held it in 6 quarters since. The position peaked at $929K in Q1 2015. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Choreo LLC held 10,177 shares of Univest Financial worth $445K as of Q2 2026.
  • Univest Financial was a new Choreo LLC position in Q2 2026.
  • Univest Financial made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1066 holding.
  • Choreo LLC first reported a position in Univest Financial in Q1 2015 and has held it in 6 quarters since.
  • Choreo LLC's Univest Financial position peaked at $929K in Q1 2015.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.