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Covestor’s Universal Corp UVV Stock Holding History

Covestor’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 		$1K Buy
25
+7
+39% +$373 ﹤0.01% 2373
2026
Q1 		$1K Buy
18
+2
+13% +$108 ﹤0.01% 2165
2025
Q4 		$1K Sell
16
-13
-45% -$691 ﹤0.01% 2187
2025
Q3 		$2K Buy
29
+10
+53% +$553 ﹤0.01% 1994
2025
Q2 		$1K Sell
19
-17
-47% -$979 ﹤0.01% 2115
2025
Q1 		$2K Sell
36
-5
-12% -$267 ﹤0.01% 1899
2024
Q4 		$2K Buy
41
+6
+17% +$322 ﹤0.01% 1949
2024
Q3 		$2K Buy
35
+6
+21% +$310 ﹤0.01% 1865
2024
Q2 		$1K Buy
29
+7
+32% +$349 ﹤0.01% 2141
2024
Q1 		$1K Sell
22
-12
-35% -$653 ﹤0.01% 2131
2023
Q4 		$2K Sell
34
-7
-17% -$375 ﹤0.01% 1892
2023
Q3 		$2K Buy
41
+10
+32% +$483 ﹤0.01% 1855
2023
Q2 		$2K Sell
31
-48
-61% -$2.52K ﹤0.01% 1880
2023
Q1 		$4K Sell
79
-7
-8% -$367 ﹤0.01% 1634
2022
Q4 		$5K Buy
86
+17
+25% +$884 ﹤0.01% 1596
2022
Q3 		$3K Sell
69
-53
-43% -$2.77K ﹤0.01% 1655
2022
Q2 		$7K Sell
122
-11
-8% -$656 0.01% 1333
2022
Q1 		$8K Buy
133
+9
+7% +$495 0.01% 1394
2021
Q4 		$7K Buy
+124
New +$6.18K 0.01% 1178

Other funds holding UVV

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Covestor's UVV Position: Q2 2026 in Review

Covestor increased its Universal Corp (UVV) stake by 39% in Q2 2026, buying an estimated $373 and bringing the position to 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Covestor first reported a position in UVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8K in Q1 2022. 113 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Covestor held 25 shares of Universal Corp worth $1K as of Q2 2026.
  • Covestor bought 7 Universal Corp shares in Q2 2026, an estimated $373.
  • Universal Corp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2373 holding.
  • Covestor first reported a position in Universal Corp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Universal Corp position peaked at $8K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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