CFD
UVV icon

Creative Financial Designs’s Universal Corp UVV Stock Holding History

Creative Financial Designs’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
2025
Q4 		– Sell
-160
Closed -$8.96K – 2154
2025
Q3 		$8.96K Buy
160
+2
+1% +$111 ﹤0.01% 1396
2025
Q2 		$9.2K Sell
158
-5
-3% -$288 ﹤0.01% 1366
2025
Q1 		$9.13K Buy
163
+3
+2% +$160 ﹤0.01% 1325
2024
Q4 		$8.8K Buy
160
+70
+78% +$3.75K ﹤0.01% 1282
2024
Q3 		$4.78K Buy
90
+26
+41% +$1.34K ﹤0.01% 1387
2024
Q2 		$3.08K Buy
+64
New +$3.19K ﹤0.01% 1418
2022
Q2 		– Sell
-165
Closed -$10K – 1341
2022
Q1 		$10K Sell
165
-95
-37% -$5.23K ﹤0.01% 914
2021
Q4 		$14K Sell
260
-100
-28% -$4.98K ﹤0.01% 841
2021
Q3 		$17K Sell
360
-59
-14% -$2.99K ﹤0.01% 906
2021
Q2 		$24K Hold
419
– – ﹤0.01% 806
2021
Q1 		$25K Sell
419
-285
-40% -$15K ﹤0.01% 730
2020
Q4 		$34K Buy
704
+405
+135% +$18.2K 0.01% 599
2020
Q3 		$13K Buy
+299
New +$12.8K ﹤0.01% 758

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's UVV Position: Q4 2025 in Review

Creative Financial Designs sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 160 shares — an estimated $8.96K sold.

Creative Financial Designs first reported a position in UVV in Q3 2020 and held it in 13 quarters. The position peaked at $34K in Q4 2020. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Creative Financial Designs reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 160 Universal Corp shares in Q4 2025, an estimated $8.96K.
  • Creative Financial Designs first reported a position in Universal Corp in Q3 2020 and held it in 13 quarters.
  • Creative Financial Designs's Universal Corp position peaked at $34K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.