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Coldstream Capital Management’s Univest Financial UVSP Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-628
Closed -$17.8K – 3256
2025
Q1 		$17.8K Buy
+628
New +$18.6K ﹤0.01% 2158

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Coldstream Capital Management's UVSP Position: Q2 2025 in Review

Coldstream Capital Management sold out of Univest Financial (UVSP) in Q2 2025, closing a stake of 628 shares — an estimated $17.8K sold.

Coldstream Capital Management first reported a position in UVSP in Q1 2025 and held it in 1 quarter. The position peaked at $17.8K in Q1 2025. 182 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

  • Coldstream Capital Management reported no remaining Univest Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 628 Univest Financial shares in Q2 2025, an estimated $17.8K.
  • Coldstream Capital Management first reported a position in Univest Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Univest Financial position peaked at $17.8K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.