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Dogwood Wealth Management’s Universal Corp UVV Stock Holding History

Dogwood Wealth Management’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 		– Sell
-75
Closed -$3.96K – 918
2025
Q4 		$3.96K Hold
75
– – ﹤0.01% 465
2025
Q3 		$4.19K Hold
75
– – ﹤0.01% 432
2025
Q2 		$4.32K Hold
75
– – ﹤0.01% 482
2025
Q1 		$4.2K Hold
75
– – ﹤0.01% 254
2024
Q4 		$4.11K Buy
+75
New +$4.02K ﹤0.01% 212

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dogwood Wealth Management's UVV Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Universal Corp (UVV) in Q1 2026, closing a stake of 75 shares — an estimated $3.96K sold.

Dogwood Wealth Management first reported a position in UVV in Q4 2024 and held it in 5 quarters. The position peaked at $4.32K in Q2 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Universal Corp position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 75 Universal Corp shares in Q1 2026, an estimated $3.96K.
  • Dogwood Wealth Management first reported a position in Universal Corp in Q4 2024 and held it in 5 quarters.
  • Dogwood Wealth Management's Universal Corp position peaked at $4.32K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.