Engineers Gate Manager’s Univest Financial UVSP Stock Holding History

Engineers Gate Manager’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
2025 Q4	–	Sell	-15,133	Closed	-$454K	–	2575
2025 Q3	$454K	Buy	+15,133	New	+$465K	0.01%	1560
2020 Q3	–	Sell	-18,042	Closed	-$291K	–	2000
2020 Q2	$291K	Sell	18,042 -800	-4%	-$12.8K	0.01%	1233
2020 Q1	$308K	Buy	18,842 +387	+2%	+$8.86K	0.02%	1017
2019 Q4	$494K	Buy	+18,455	New	+$478K	0.02%	995
2019 Q1	–	Sell	-15,002	Closed	-$324K	–	1161
2018 Q4	$324K	Buy	15,002 +4,929	+49%	+$120K	0.03%	626
2018 Q3	$266K	Sell	10,073 -3,041	-23%	-$84.6K	0.02%	673
2018 Q2	$361K	Buy	+13,114	New	+$376K	0.03%	647

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Engineers Gate Manager's UVSP Position: Q4 2025 in Review

Engineers Gate Manager sold out of Univest Financial (UVSP) in Q4 2025, closing a stake of 15,133 shares — an estimated $454K sold.

Engineers Gate Manager first reported a position in UVSP in Q2 2018 and held it in 7 quarters. The position peaked at $494K in Q4 2019. 197 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

Engineers Gate Manager reported no remaining Univest Financial position as of Q4 2025 after selling out during the quarter.
Engineers Gate Manager sold 15,133 Univest Financial shares in Q4 2025, an estimated $454K.
Engineers Gate Manager first reported a position in Univest Financial in Q2 2018 and held it in 7 quarters.
Engineers Gate Manager's Univest Financial position peaked at $494K in Q4 2019.
197 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.