Compass Ion Advisors
UVSP icon

Compass Ion Advisors’s Univest Financial UVSP Stock Holding History

Compass Ion 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
Q3 		$1.54M Buy
37,664
+409
+1% +$17.6K 0.13% 83
2026
Q2 		$1.63M Buy
37,255
+3
+0% +$117 0.14% 79
2026
Q1 		$1.28M Buy
37,252
+4
+0% +$135 0.12% 90
2025
Q4 		$1.22M Buy
37,248
+5
+0% +$157 0.12% 94
2025
Q3 		$1.12M Buy
37,243
+99
+0.3% +$3.04K 0.11% 103
2025
Q2 		$1.12M Buy
37,144
+97
+0.3% +$2.82K 0.12% 91
2025
Q1 		$1.05M Buy
37,047
+91
+0.2% +$2.69K 0.12% 92
2024
Q4 		$1.09M Buy
36,956
+92
+0.2% +$2.73K 0.13% 92
2024
Q3 		$1.04M Sell
36,864
-1,510
-4% -$40.2K 0.13% 95
2024
Q2 		$799K Hold
38,374
– – 0.11% 101
2024
Q1 		$799K Buy
38,374
+136
+0.4% +$2.76K 0.11% 102
2023
Q4 		$842K Buy
38,238
+142
+0.4% +$2.66K 0.13% 100
2023
Q3 		$662K Buy
38,096
+147
+0.4% +$2.71K 0.11% 117
2023
Q2 		$686K Sell
37,949
-15,863
-29% -$311K 0.17% 41
2023
Q1 		$1.28M Buy
53,812
+1,792
+3% +$47.4K 0.32% 30
2022
Q4 		$1.36M Sell
52,020
-2,723
-5% -$73K 0.35% 28
2022
Q3 		$1.28M Buy
54,743
+2,914
+6% +$73.6K 0.36% 25
2022
Q2 		$1.32M Buy
51,829
+95
+0.2% +$2.44K 0.38% 26
2022
Q1 		$1.38M Buy
51,734
+81
+0.2% +$2.38K 0.43% 29
2021
Q4 		$1.54M Buy
51,653
+78
+0.2% +$2.27K 0.5% 30
2021
Q3 		$1.41M Buy
51,575
+9
+0% +$242 0.51% 24
2021
Q2 		$1.36M Buy
51,566
+163
+0.3% +$4.58K 0.53% 23
2021
Q1 		$1.47M Buy
51,403
+89
+0.2% +$2.26K 0.6% 20
2020
Q4 		$1.06M Hold
51,314
– – 0.41% 26
2020
Q3 		$737K Sell
51,314
-1,000
-2% -$15.5K 0.47% 27
2020
Q2 		$844K Hold
52,314
– – 0.75% 17
2020
Q1 		$854K Sell
52,314
-2,712
-5% -$62.1K 0.77% 17
2019
Q4 		$1.47M Buy
+55,026
New +$1.42M 0.76% 14

Other funds holding UVSP

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IVC Wealth Advisors
IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Compass Ion Advisors's UVSP Position: Q3 2026 in Review

Compass Ion Advisors increased its Univest Financial (UVSP) stake by 1.1% in Q3 2026, buying an estimated $17.6K and bringing the position to 37,664 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #83.

Compass Ion Advisors first reported a position in UVSP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.63M in Q2 2026. 39 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Compass Ion Advisors held 37,664 shares of Univest Financial worth $1.54M as of Q3 2026.
  • Compass Ion Advisors bought 409 Univest Financial shares in Q3 2026, an estimated $17.6K.
  • Univest Financial made up 0.13% of Compass Ion Advisors's portfolio in Q3 2026, its #83 holding.
  • Compass Ion Advisors first reported a position in Univest Financial in Q4 2019 and has held it in 28 quarters since.
  • Compass Ion Advisors's Univest Financial position peaked at $1.63M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.