Cornerstone Investment Partners’s Univest Financial UVSP Stock Holding History

Cornerstone Investment Partners’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 Q1	$289K	Buy	8,429 +1,909	+29%	+$64.6K	0.01%	143
2025 Q4	$213K	Buy	+6,520	New	+$204K	0.01%	160
2025 Q3	–	Sell	-6,996	Closed	-$210K	–	255
2025 Q2	$210K	Buy	+6,996	New	+$204K	0.01%	155
2025 Q1	–	Sell	-7,595	Closed	-$224K	–	265
2024 Q4	$224K	Buy	7,595 +5	+0.1%	+$149	0.01%	164
2024 Q3	$214K	Buy	+7,590	New	+$202K	0.01%	161

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cornerstone Investment Partners's UVSP Position: Q1 2026 in Review

Cornerstone Investment Partners increased its Univest Financial (UVSP) stake by 29% in Q1 2026, buying an estimated $64.6K and bringing the position to 8,429 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #143.

Cornerstone Investment Partners first reported a position in UVSP in Q3 2024 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Cornerstone Investment Partners held 8,429 shares of Univest Financial worth $289K as of Q1 2026.
Cornerstone Investment Partners bought 1,909 Univest Financial shares in Q1 2026, an estimated $64.6K.
Univest Financial made up 0.01% of Cornerstone Investment Partners's portfolio in Q1 2026, its #143 holding.
Cornerstone Investment Partners first reported a position in Univest Financial in Q3 2024 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.