CIA
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Compass Ion Advisors's UVSP Position: Q2 2026 in Review

Compass Ion Advisors increased its Univest Financial (UVSP) stake by 0.01% in Q2 2026, buying an estimated $117 and bringing the position to 37,255 shares worth $1.63M. The position accounts for 0.14% of the portfolio, ranked #79.

Compass Ion Advisors first reported a position in UVSP in Q4 2019 and has held it in 27 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Compass Ion Advisors held 37,255 shares of Univest Financial worth $1.63M as of Q2 2026.
  • Compass Ion Advisors bought 3 Univest Financial shares in Q2 2026, an estimated $117.
  • Univest Financial made up 0.14% of Compass Ion Advisors's portfolio in Q2 2026, its #79 holding.
  • Compass Ion Advisors first reported a position in Univest Financial in Q4 2019 and has held it in 27 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.