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Coldstream Capital Management’s Universal Corp UVV Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-592
Closed -$33.2K – 3255
2025
Q1 		$33.2K Buy
+592
New +$31.6K ﹤0.01% 1893

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Coldstream Capital Management sold out of Universal Corp (UVV) in Q2 2025, closing a stake of 592 shares — an estimated $33.2K sold.

Coldstream Capital Management first reported a position in UVV in Q1 2025 and held it in 1 quarter. The position peaked at $33.2K in Q1 2025. 239 funds tracked by Wall St. Rank hold UVV as of Q2 2025.

  • Coldstream Capital Management reported no remaining Universal Corp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 592 Universal Corp shares in Q2 2025, an estimated $33.2K.
  • Coldstream Capital Management first reported a position in Universal Corp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Universal Corp position peaked at $33.2K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Universal Corp as of Q2 2025.

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