Covestor
UVSP icon

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
Q3 		$0 Sell
6
-5
-45% -$215 ﹤0.01% 2862
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Covestor's UVSP Position: Q3 2026 in Review

Covestor reduced its Univest Financial (UVSP) stake by 45% in Q3 2026, selling an estimated $215 and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Covestor first reported a position in UVSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $5K in Q2 2022. 55 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Covestor held 6 shares of Univest Financial worth $0 as of Q3 2026.
  • Covestor sold 5 Univest Financial shares in Q3 2026, an estimated $215.
  • Univest Financial made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2862 holding.
  • Covestor first reported a position in Univest Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Univest Financial position peaked at $5K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.