Creative Planning’s Universal Corp UVV Stock Holding History

Creative Planning’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 Q1	$3.01M	Buy	57,095 +10,011	+21%	+$539K	﹤0.01%	1574
2025 Q4	$2.48M	Buy	47,084 +28,540	+154%	+$1.52M	﹤0.01%	1547
2025 Q3	$1.04M	Buy	18,544 +6,947	+60%	+$384K	﹤0.01%	2081
2025 Q2	$675K	Buy	11,597 +2,372	+26%	+$137K	﹤0.01%	2196
2025 Q1	$517K	Buy	9,225 +1,959	+27%	+$104K	﹤0.01%	2252
2024 Q4	$398K	Buy	7,266 +412	+6%	+$22.1K	﹤0.01%	2441
2024 Q3	$364K	Buy	6,854 +1,853	+37%	+$95.8K	﹤0.01%	2367
2024 Q2	$241K	Sell	5,001 -19,001	-79%	-$948K	﹤0.01%	2532
2024 Q1	$1.24M	Buy	24,002 +6,223	+35%	+$339K	﹤0.01%	1200
2023 Q4	$1.2M	Buy	17,779 +4,672	+36%	+$250K	﹤0.01%	1146
2023 Q3	$619K	Buy	+13,107	New	+$633K	﹤0.01%	1426
2022 Q3	–	Sell	-3,348	Closed	-$203K	–	2447
2022 Q2	$203K	Buy	+3,348	New	+$200K	﹤0.01%	1879
2021 Q2	–	Sell	-3,900	Closed	-$230K	–	2583
2021 Q1	$230K	Buy	+3,900	New	+$205K	﹤0.01%	1985
2020 Q1	–	Sell	-3,783	Closed	-$216K	–	2084
2019 Q4	$216K	Sell	3,783 -169	-4%	-$9.12K	﹤0.01%	1586
2019 Q3	$217K	Buy	3,952 +115	+3%	+$6.45K	﹤0.01%	1560
2019 Q2	$233K	Buy	3,837 +74	+2%	+$4.15K	﹤0.01%	1521
2019 Q1	$217K	Buy	+3,763	New	+$216K	﹤0.01%	1535
2018 Q4	–	Sell	-3,419	Closed	-$222K	–	2115
2018 Q3	$222K	Buy	3,419 +104	+3%	+$6.63K	﹤0.01%	1607
2018 Q2	$219K	Buy	+3,315	New	+$184K	﹤0.01%	1585
2017 Q3	–	Sell	-3,355	Closed	-$217K	–	3636
2017 Q2	$217K	Hold	3,355	–	–	﹤0.01%	1475
2017 Q1	$237K	Sell	3,355 -719	-18%	-$50.1K	﹤0.01%	1394
2016 Q4	$260K	Buy	4,074 +40	+1%	+$2.28K	﹤0.01%	1265
2016 Q3	$235K	Buy	4,034 +1	+0%	+$59	﹤0.01%	1315
2016 Q2	$233K	Hold	4,033	–	–	﹤0.01%	1183
2016 Q1	$229K	Buy	4,033 +53	+1%	+$2.88K	﹤0.01%	1142
2015 Q4	$223K	Sell	3,980 -900	-18%	-$49.2K	﹤0.01%	1139
2015 Q3	$242K	Buy	+4,880	New	+$256K	﹤0.01%	1085
2015 Q2	–	Sell	-4,680	Closed	-$221K	–	2943
2015 Q1	$221K	Buy	4,680 +778	+20%	+$34.4K	﹤0.01%	1138
2014 Q4	$172K	Buy	3,902 +2	+0.1%	+$84	﹤0.01%	1235
2014 Q3	$173K	Hold	3,900	–	–	﹤0.01%	1137
2014 Q2	$216K	Buy	3,900 +300	+8%	+$16.3K	﹤0.01%	990
2014 Q1	$201K	Buy	3,600 +1,200	+50%	+$65.7K	﹤0.01%	997
2013 Q4	$131K	Buy	2,400 +1,900	+380%	+$98.7K	﹤0.01%	1053
2013 Q3	$25K	Sell	500 -100	-17%	-$5.53K	﹤0.01%	1974
2013 Q2	$35K	Buy	+600	New	+$34.9K	﹤0.01%	1589

Other funds holding UVV

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's UVV Position: Q1 2026 in Review

Creative Planning increased its Universal Corp (UVV) stake by 21% in Q1 2026, buying an estimated $539K and bringing the position to 57,095 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Creative Planning first reported a position in UVV in Q2 2013 and has held it in 35 quarters since. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

Creative Planning held 57,095 shares of Universal Corp worth $3.01M as of Q1 2026.
Creative Planning bought 10,011 Universal Corp shares in Q1 2026, an estimated $539K.
Universal Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1574 holding.
Creative Planning first reported a position in Universal Corp in Q2 2013 and has held it in 35 quarters since.
230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

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