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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
Q2 		$352K Sell
8,046
-383
-5% -$15K 0.01% 142
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
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

Cornerstone Investment Partners's UVSP Position: Q2 2026 in Review

Cornerstone Investment Partners reduced its Univest Financial (UVSP) stake by 4.5% in Q2 2026, selling an estimated $15K and leaving 8,046 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #142.

Cornerstone Investment Partners first reported a position in UVSP in Q3 2024 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Cornerstone Investment Partners held 8,046 shares of Univest Financial worth $352K as of Q2 2026.
  • Cornerstone Investment Partners sold 383 Univest Financial shares in Q2 2026, an estimated $15K.
  • Univest Financial made up 0.01% of Cornerstone Investment Partners's portfolio in Q2 2026, its #142 holding.
  • Cornerstone Investment Partners first reported a position in Univest Financial in Q3 2024 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.