Edgestream Partners’s Universal Corp UVV Stock Holding History

Edgestream Partners’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	–	Sell	-9,640	Closed	-$508K	–	1148
2026 Q1	$508K	Buy	+9,640	New	+$519K	0.02%	735

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Edgestream Partners's UVV Position: Q2 2026 in Review

Edgestream Partners sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 9,640 shares — an estimated $508K sold.

Edgestream Partners first reported a position in UVV in Q1 2026 and held it in 1 quarter. The position peaked at $508K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Edgestream Partners reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 9,640 Universal Corp shares in Q2 2026, an estimated $508K.
Edgestream Partners first reported a position in Universal Corp in Q1 2026 and held it in 1 quarter.
Edgestream Partners's Universal Corp position peaked at $508K in Q1 2026.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.