Envestnet Asset Management
UVV icon

Envestnet Asset Management’s Universal Corp UVV Stock Holding History

Envestnet Asset 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
-3,855
Closed -$203K – 4822
2025
Q4 		$203K Buy
3,855
+215
+6% +$11.4K ﹤0.01% 4261
2025
Q3 		$203K Buy
+3,640
New +$201K ﹤0.01% 4312
2023
Q2 		– Sell
-171,983
Closed -$38.8K – 4087
2023
Q1 		$38.8K Buy
171,983
+166,137
+2,842% +$8.72M ﹤0.01% 3874
2022
Q4 		$309K Buy
5,846
+211
+4% +$11K ﹤0.01% 3411
2022
Q3 		$259K Sell
5,635
-10,105
-64% -$529K ﹤0.01% 3446
2022
Q2 		$952K Buy
15,740
+1,154
+8% +$68.8K ﹤0.01% 2633
2022
Q1 		$847K Buy
14,586
+361
+3% +$19.9K ﹤0.01% 2782
2021
Q4 		$781K Buy
14,225
+2,644
+23% +$132K ﹤0.01% 2792
2021
Q3 		$560K Sell
11,581
-247
-2% -$12.5K ﹤0.01% 2905
2021
Q2 		$674K Sell
11,828
-185
-2% -$10.7K ﹤0.01% 2792
2021
Q1 		$709K Buy
12,013
+436
+4% +$22.9K ﹤0.01% 2638
2020
Q4 		$563K Buy
11,577
+357
+3% +$16.1K ﹤0.01% 2592
2020
Q3 		$470K Buy
11,220
+99
+0.9% +$4.24K ﹤0.01% 2500
2020
Q2 		$473K Buy
+11,121
New +$489K ﹤0.01% 2462
2017
Q4 		– Sell
-1,002
Closed -$58K – 3005
2017
Q3 		$58K Buy
1,002
+189
+23% +$11.3K ﹤0.01% 2243
2017
Q2 		$53K Sell
813
-554
-41% -$38.4K ﹤0.01% 2340
2017
Q1 		$98K Buy
1,367
+877
+179% +$61.1K ﹤0.01% 2193
2016
Q4 		$31K Buy
+490
New +$28K ﹤0.01% 2568
2015
Q1 		– Sell
-58
Closed -$3K – 2407
2014
Q4 		$3K Hold
58
– – ﹤0.01% 2269
2014
Q3 		$3K Sell
58
-73
-56% -$3.76K ﹤0.01% 2440
2014
Q2 		$7K Buy
+131
New +$7.14K ﹤0.01% 2184
2013
Q4 		– Sell
-76
Closed -$4K – 2555
2013
Q3 		$4K Hold
76
– – ﹤0.01% 2003
2013
Q2 		$4K Buy
+76
New +$4.42K ﹤0.01% 1955

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management's UVV Position: Q1 2026 in Review

Envestnet Asset Management sold out of Universal Corp (UVV) in Q1 2026, closing a stake of 3,855 shares — an estimated $203K sold.

Envestnet Asset Management first reported a position in UVV in Q2 2013 and held it in 23 quarters. The position peaked at $952K in Q2 2022. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Envestnet Asset Management reported no remaining Universal Corp position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 3,855 Universal Corp shares in Q1 2026, an estimated $203K.
  • Envestnet Asset Management first reported a position in Universal Corp in Q2 2013 and held it in 23 quarters.
  • Envestnet Asset Management's Universal Corp position peaked at $952K in Q2 2022.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.