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EverSource Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

EverSource Wealth Advisors’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.89K Sell
215
-77
-26% -$2.9K ﹤0.01% 2971
2026
Q1 		$9.97K Buy
292
+32
+12% +$1.03K ﹤0.01% 2922
2025
Q4 		$8.79K Buy
260
+117
+82% +$3.73K ﹤0.01% 2864
2025
Q3 		$3.76K Sell
143
-238
-62% -$5.87K ﹤0.01% 3279
2025
Q2 		$10.6K Buy
381
+326
+593% +$8.27K ﹤0.01% 2773
2025
Q1 		$1.3K Sell
55
-26
-32% -$536 ﹤0.01% 3123
2024
Q4 		$1.71K Buy
+81
New +$1.7K ﹤0.01% 2774
2022
Q3 		– Sell
-147
Closed -$2K – 2148
2022
Q2 		$2K Hold
147
– – ﹤0.01% 1584
2022
Q1 		$2K Sell
147
-255
-63% -$3.82K ﹤0.01% 1596
2021
Q4 		$7K Buy
+402
New +$6.07K ﹤0.01% 1143

Other funds holding UVE

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's UVE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Universal Insurance Holdings (UVE) stake by 26% in Q2 2026, selling an estimated $2.9K and leaving 215 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

EverSource Wealth Advisors first reported a position in UVE in Q4 2021 and has held it in 10 quarters since. The position peaked at $10.6K in Q2 2025. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • EverSource Wealth Advisors held 215 shares of Universal Insurance Holdings worth $8.89K as of Q2 2026.
  • EverSource Wealth Advisors sold 77 Universal Insurance Holdings shares in Q2 2026, an estimated $2.9K.
  • Universal Insurance Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2971 holding.
  • EverSource Wealth Advisors first reported a position in Universal Insurance Holdings in Q4 2021 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Universal Insurance Holdings position peaked at $10.6K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.