CA
UVV icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CoreCap Advisors's UVV Position: Q2 2026 in Review

CoreCap Advisors increased its Universal Corp (UVV) stake by 2.7% in Q2 2026, buying an estimated $33.6K and bringing the position to 23,641 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #346.

CoreCap Advisors first reported a position in UVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2025. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • CoreCap Advisors held 23,641 shares of Universal Corp worth $1.23M as of Q2 2026.
  • CoreCap Advisors bought 630 Universal Corp shares in Q2 2026, an estimated $33.6K.
  • Universal Corp made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #346 holding.
  • CoreCap Advisors first reported a position in Universal Corp in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Universal Corp position peaked at $1.29M in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.