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Evergreen Private Wealth’s Univest Financial UVSP Stock Holding History

Evergreen Private Wealth’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
-87
Closed -$2.61K – 221
2025
Q3 		$2.61K Hold
87
– – ﹤0.01% 209
2025
Q2 		$2.61K Buy
+87
New +$2.53K ﹤0.01% 230

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Evergreen Private Wealth's UVSP Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Univest Financial (UVSP) in Q4 2025, closing a stake of 87 shares — an estimated $2.61K sold.

Evergreen Private Wealth first reported a position in UVSP in Q2 2025 and held it in 2 quarters. The position peaked at $2.61K in Q2 2025. 197 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Univest Financial position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 87 Univest Financial shares in Q4 2025, an estimated $2.61K.
  • Evergreen Private Wealth first reported a position in Univest Financial in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Univest Financial position peaked at $2.61K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.