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Covestor’s Univest Financial UVSP Stock Holding History

Covestor’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 		$1K Buy
11
+4
+57% +$157 ﹤0.01% 2374
2026
Q1 		$0 Sell
7
-15
-68% -$507 ﹤0.01% 2802
2025
Q4 		$1K Buy
22
+19
+633% +$595 ﹤0.01% 2188
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2806
2025
Q2 		$0 Hold
3
– – ﹤0.01% 2787
2025
Q1 		$0 Sell
3
-9
-75% -$266 ﹤0.01% 2759
2024
Q4 		$0 Sell
12
-17
-59% -$505 ﹤0.01% 2769
2024
Q3 		$1K Sell
29
-30
-51% -$800 ﹤0.01% 2112
2024
Q2 		$1K Buy
59
+25
+74% +$528 ﹤0.01% 2142
2024
Q1 		$1K Sell
34
-51
-60% -$1.04K ﹤0.01% 2132
2023
Q4 		$2K Buy
85
+1
+1% +$19 ﹤0.01% 1893
2023
Q3 		$1K Buy
84
+41
+95% +$755 ﹤0.01% 2010
2023
Q2 		$1K Sell
43
-58
-57% -$1.14K ﹤0.01% 2029
2023
Q1 		$2K Buy
101
+51
+102% +$1.35K ﹤0.01% 1798
2022
Q4 		$1K Sell
50
-12
-19% -$322 ﹤0.01% 1948
2022
Q3 		$1K Sell
62
-135
-69% -$3.41K ﹤0.01% 1864
2022
Q2 		$5K Buy
197
+41
+26% +$1.05K ﹤0.01% 1432
2022
Q1 		$4K Sell
156
-8
-5% -$235 ﹤0.01% 1570
2021
Q4 		$5K Buy
+164
New +$4.77K 0.01% 1349

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

Covestor's UVSP Position: Q2 2026 in Review

Covestor increased its Univest Financial (UVSP) stake by 57% in Q2 2026, buying an estimated $157 and bringing the position to 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Covestor first reported a position in UVSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q2 2022. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Covestor held 11 shares of Univest Financial worth $1K as of Q2 2026.
  • Covestor bought 4 Univest Financial shares in Q2 2026, an estimated $157.
  • Univest Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2374 holding.
  • Covestor first reported a position in Univest Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Univest Financial position peaked at $5K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.