Clearstead Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
Other funds holding UVSP
Clearstead Advisors's UVSP Position: Q2 2026 in Review
Clearstead Advisors opened a new position in Univest Financial (UVSP) in Q2 2026: 19 shares worth $832. The stake represents ﹤0.01% of the portfolio and ranks #2756 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UVSP as recently as Q4 2025.
Clearstead Advisors first reported a position in UVSP in Q3 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.
- Clearstead Advisors held 19 shares of Univest Financial worth $832 as of Q2 2026.
- Univest Financial was a new Clearstead Advisors position in Q2 2026.
- Univest Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2756 holding.
- Clearstead Advisors first reported a position in Univest Financial in Q3 2025 and has held it in 3 quarters since.
- 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.