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CoreCap Advisors’s Universal Corp UVV Stock Holding History

CoreCap 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
2026
Q3 		$1.07M Buy
25,705
+2,064
+9% +$99K 0.03% 369
2026
Q2 		$1.23M Buy
23,641
+630
+3% +$33.6K 0.04% 346
2026
Q1 		$1.21M Buy
23,011
+1,105
+5% +$59.5K 0.04% 329
2025
Q4 		$1.16M Sell
21,906
-420
-2% -$22.3K 0.04% 341
2025
Q3 		$1.25M Buy
22,326
+217
+1% +$12K 0.05% 324
2025
Q2 		$1.29M Buy
22,109
+501
+2% +$28.9K 0.05% 293
2025
Q1 		$1.21M Buy
21,608
+99
+0.5% +$5.28K 0.05% 292
2024
Q4 		$1.18M Buy
21,509
+2,694
+14% +$144K 0.05% 308
2024
Q3 		$999K Buy
+18,815
New +$973K 0.05% 321
2024
Q2 		– Sell
-16,895
Closed -$874K – 2538
2024
Q1 		$874K Buy
16,895
+1,129
+7% +$61.4K 0.05% 310
2023
Q4 		$1.06M Buy
15,766
+1,635
+12% +$87.6K 0.07% 248
2023
Q3 		$667K Buy
14,131
+1,090
+8% +$52.6K 0.05% 280
2023
Q2 		$651K Buy
+13,041
New +$686K 0.05% 299
2022
Q4 		$534K Buy
10,102
+323
+3% +$16.8K 0.04% 336
2022
Q3 		$450K Sell
9,779
-659
-6% -$34.5K 0.04% 330
2022
Q2 		$632K Sell
10,438
-1,700
-14% -$101K 0.05% 283
2022
Q1 		$705K Sell
12,138
-4,399
-27% -$242K 0.05% 283
2021
Q4 		$908K Buy
+16,537
New +$824K 0.06% 254

Other funds holding UVV

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's UVV Position: Q3 2026 in Review

CoreCap Advisors increased its Universal Corp (UVV) stake by 8.7% in Q3 2026, buying an estimated $99K and bringing the position to 25,705 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #369.

CoreCap Advisors first reported a position in UVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q2 2025. 7 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

  • CoreCap Advisors held 25,705 shares of Universal Corp worth $1.07M as of Q3 2026.
  • CoreCap Advisors bought 2,064 Universal Corp shares in Q3 2026, an estimated $99K.
  • Universal Corp made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #369 holding.
  • CoreCap Advisors first reported a position in Universal Corp in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Universal Corp position peaked at $1.29M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.