Creative Planning’s Univest Financial UVSP Stock Holding History

Creative Planning’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	$2.62M	Buy	76,550 +1,041	+1%	+$35.2K	﹤0.01%	1687
2025 Q4	$2.47M	Buy	75,509 +4,472	+6%	+$140K	﹤0.01%	1556
2025 Q3	$2.13M	Sell	71,037 -68	-0.1%	-$2.09K	﹤0.01%	1491
2025 Q2	$2.14M	Buy	71,105 +13,939	+24%	+$406K	﹤0.01%	1260
2025 Q1	$1.62M	Sell	57,166 -3,727	-6%	-$110K	﹤0.01%	1347
2024 Q4	$1.8M	Buy	60,893 +6,761	+12%	+$201K	﹤0.01%	1201
2024 Q3	$1.52M	Buy	54,132 +13,912	+35%	+$371K	﹤0.01%	1229
2024 Q2	$918K	Buy	40,220 +7,232	+22%	+$153K	﹤0.01%	1469
2024 Q1	$687K	Buy	32,988 +1,624	+5%	+$33K	﹤0.01%	1620
2023 Q4	$691K	Buy	31,364 +18,535	+144%	+$347K	﹤0.01%	1478
2023 Q3	$223K	Sell	12,829 -539	-4%	-$9.92K	﹤0.01%	2162
2023 Q2	$242K	Buy	+13,368	New	+$262K	﹤0.01%	2073
2018 Q1	–	Sell	-15,953	Closed	-$447K	–	2129
2017 Q4	$447K	Hold	15,953	–	–	﹤0.01%	1144
2017 Q3	$510K	Hold	15,953	–	–	﹤0.01%	1052
2017 Q2	$478K	Hold	15,953	–	–	﹤0.01%	1036
2017 Q1	$413K	Hold	15,953	–	–	﹤0.01%	1097
2016 Q4	$493K	Hold	15,953	–	–	﹤0.01%	929
2016 Q3	$373K	Buy	+15,953	New	+$356K	﹤0.01%	1054
2016 Q1	–	Sell	-1,000	Closed	-$21K	–	4545
2015 Q4	$21K	Hold	1,000	–	–	﹤0.01%	2820
2015 Q3	$19K	Buy	+1,000	New	+$19.7K	﹤0.01%	2772
2015 Q2	–	Sell	-1,000	Closed	-$20K	–	2944
2015 Q1	$20K	Buy	+1,000	New	+$19.3K	﹤0.01%	2721

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Creative Planning's UVSP Position: Q1 2026 in Review

Creative Planning increased its Univest Financial (UVSP) stake by 1.4% in Q1 2026, buying an estimated $35.2K and bringing the position to 76,550 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Creative Planning first reported a position in UVSP in Q1 2015 and has held it in 21 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Creative Planning held 76,550 shares of Univest Financial worth $2.62M as of Q1 2026.
Creative Planning bought 1,041 Univest Financial shares in Q1 2026, an estimated $35.2K.
Univest Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1687 holding.
Creative Planning first reported a position in Univest Financial in Q1 2015 and has held it in 21 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.