Clearstead Advisors’s Universal Corp UVV Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-69	Closed	-$3.86K	–	3265
2025 Q3	$3.86K	Buy	+69	New	+$3.81K	﹤0.01%	2255

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's UVV Position: Q4 2025 in Review

Clearstead Advisors sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 69 shares — an estimated $3.86K sold.

Clearstead Advisors first reported a position in UVV in Q3 2025 and held it in 1 quarter. The position peaked at $3.86K in Q3 2025. 227 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

Clearstead Advisors reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 69 Universal Corp shares in Q4 2025, an estimated $3.86K.
Clearstead Advisors first reported a position in Universal Corp in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Universal Corp position peaked at $3.86K in Q3 2025.
227 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.