CPG
UVV icon

Cornerstone Planning Group’s Universal Corp UVV Stock Holding History

Cornerstone Planning Group’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 		$323 Hold
6
– – ﹤0.01% 1773
2026
Q1 		$325 Hold
6
– – ﹤0.01% 1732
2025
Q4 		$332 Buy
+6
New +$319 ﹤0.01% 1594

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cornerstone Planning Group's UVV Position: Q2 2026 in Review

Cornerstone Planning Group held its Universal Corp (UVV) position steady in Q2 2026 at 6 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Cornerstone Planning Group first reported a position in UVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $332 in Q4 2025. 92 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Cornerstone Planning Group held 6 shares of Universal Corp worth $323 as of Q2 2026.
  • Cornerstone Planning Group left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1773 holding.
  • Cornerstone Planning Group first reported a position in Universal Corp in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Universal Corp position peaked at $332 in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.