EF
UVSP icon

Empowered Funds’s Univest Financial UVSP Stock Holding History

Empowered Funds’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 		$4.48M Buy
+130,764
New +$4.42M 0.03% 685
2025
Q4 		– Sell
-114,048
Closed -$3.42M – 1869
2025
Q3 		$3.42M Buy
114,048
+8,374
+8% +$257K 0.03% 636
2025
Q2 		$3.17M Buy
105,674
+3,157
+3% +$91.9K 0.04% 612
2025
Q1 		$2.91M Buy
102,517
+4,087
+4% +$121K 0.04% 570
2024
Q4 		$2.9M Buy
98,430
+4,739
+5% +$141K 0.04% 569
2024
Q3 		$2.64M Buy
93,691
+4,690
+5% +$125K 0.04% 568
2024
Q2 		$2.03M Buy
89,001
+6,300
+8% +$133K 0.04% 605
2024
Q1 		$1.72M Buy
82,701
+6,125
+8% +$124K 0.03% 667
2023
Q4 		$1.69M Buy
76,576
+21,320
+39% +$399K 0.04% 574
2023
Q3 		$960K Buy
55,256
+23,577
+74% +$434K 0.03% 677
2023
Q2 		$573K Buy
+31,679
New +$620K 0.02% 776

Other funds holding UVSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return