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Clearstead Advisors’s Univest Financial UVSP Stock Holding History

Clearstead Advisors’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 		– Sell
-2
Closed -$66 – 2830
2025
Q4 		$66 Sell
2
-1
-33% -$31 ﹤0.01% 2575
2025
Q3 		$91 Buy
+3
New +$92 ﹤0.01% 2940

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

Clearstead Advisors's UVSP Position: Q1 2026 in Review

Clearstead Advisors sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 2 shares — an estimated $66 sold.

Clearstead Advisors first reported a position in UVSP in Q3 2025 and held it in 2 quarters. The position peaked at $91 in Q3 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Clearstead Advisors reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Univest Financial shares in Q1 2026, an estimated $66.
  • Clearstead Advisors first reported a position in Univest Financial in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Univest Financial position peaked at $91 in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.