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 Q1	$0	Sell	7 -15	-68%	-$507	﹤0.01%	2822
2025 Q4	$1K	Buy	22 +19	+633%	+$595	﹤0.01%	2188
2025 Q3	$0	Hold	3	–	–	﹤0.01%	2826
2025 Q2	$0	Hold	3	–	–	﹤0.01%	2799
2025 Q1	$0	Sell	3 -9	-75%	-$266	﹤0.01%	2769
2024 Q4	$0	Sell	12 -17	-59%	-$505	﹤0.01%	2781
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance)

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

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

Geode Capital Management

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

American Century Companies

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

Renaissance Technologies

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