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Everhart Financial Group’s Univest Financial UVSP Stock Holding History

Everhart Financial Group’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 		$2.09M Buy
47,881
+229
+0.5% +$8.97K 0.13% 80
2026
Q1 		$1.63M Buy
47,652
+7,444
+19% +$252K 0.14% 97
2025
Q4 		$1.32M Buy
40,208
+1,167
+3% +$36.6K 0.12% 112
2025
Q3 		$1.17M Buy
39,041
+7,364
+23% +$226K 0.12% 120
2025
Q2 		$952K Buy
31,677
+3,228
+11% +$94K 0.11% 124
2025
Q1 		$807K Buy
28,449
+810
+3% +$24K 0.11% 135
2024
Q4 		$816K Buy
27,639
+1,319
+5% +$39.2K 0.17% 124
2024
Q3 		$741K Buy
26,320
+4,147
+19% +$111K 0.16% 142
2024
Q2 		$506K Buy
22,173
+2,913
+15% +$61.6K 0.13% 157
2024
Q1 		$401K Buy
19,260
+7,973
+71% +$162K 0.12% 177
2023
Q4 		$249K Buy
11,287
+345
+3% +$6.46K 0.09% 209
2023
Q3 		$190K Buy
+10,942
New +$201K 0.08% 210

Other funds holding UVSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group's UVSP Position: Q2 2026 in Review

Everhart Financial Group increased its Univest Financial (UVSP) stake by 0.48% in Q2 2026, buying an estimated $8.97K and bringing the position to 47,881 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #80.

Everhart Financial Group first reported a position in UVSP in Q3 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Everhart Financial Group held 47,881 shares of Univest Financial worth $2.09M as of Q2 2026.
  • Everhart Financial Group bought 229 Univest Financial shares in Q2 2026, an estimated $8.97K.
  • Univest Financial made up 0.13% of Everhart Financial Group's portfolio in Q2 2026, its #80 holding.
  • Everhart Financial Group first reported a position in Univest Financial in Q3 2023 and has held it in 12 quarters since.
  • 18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.