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Essential Partners’s Univest Financial UVSP Stock Holding History

Essential Partners’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
Q2 		$11.1K Sell
254
-243
-49% -$9.52K 0.01% 1175
2026
Q1 		$17K Buy
497
+4
+0.8% +$135 0.01% 994
2025
Q4 		$16.1K Buy
493
+15
+3% +$470 0.01% 988
2025
Q3 		$14.3K Buy
478
+175
+58% +$5.37K ﹤0.01% 1024
2025
Q2 		$9.1K Buy
+303
New +$8.82K ﹤0.01% 872

Other funds holding UVSP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Essential Partners's UVSP Position: Q2 2026 in Review

Essential Partners reduced its Univest Financial (UVSP) stake by 49% in Q2 2026, selling an estimated $9.52K and leaving 254 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #1175.

Essential Partners first reported a position in UVSP in Q2 2025 and has held it in 5 quarters since. The position peaked at $17K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Essential Partners held 254 shares of Univest Financial worth $11.1K as of Q2 2026.
  • Essential Partners sold 243 Univest Financial shares in Q2 2026, an estimated $9.52K.
  • Univest Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1175 holding.
  • Essential Partners first reported a position in Univest Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Univest Financial position peaked at $17K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.