EverSource Wealth Advisors’s Univest Financial UVSP Stock Holding History

EverSource Wealth Advisors’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	$8.09K	Sell	185 -441	-70%	-$17.3K	﹤0.01%	3031
2026 Q1	$21.4K	Buy	626 +25	+4%	+$845	﹤0.01%	2462
2025 Q4	$19.7K	Buy	601 +17	+3%	+$532	﹤0.01%	2392
2025 Q3	$17.5K	Buy	584 +147	+34%	+$4.51K	﹤0.01%	2461
2025 Q2	$13.1K	Buy	437 +378	+641%	+$11K	﹤0.01%	2618
2025 Q1	$1.67K	Buy	59 +10	+20%	+$296	﹤0.01%	3008
2024 Q4	$1.45K	Buy	+49	New	+$1.46K	﹤0.01%	2844

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Univest Financial (UVSP) stake by 70% in Q2 2026, selling an estimated $17.3K and leaving 185 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

EverSource Wealth Advisors first reported a position in UVSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.4K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

EverSource Wealth Advisors held 185 shares of Univest Financial worth $8.09K as of Q2 2026.
EverSource Wealth Advisors sold 441 Univest Financial shares in Q2 2026, an estimated $17.3K.
Univest Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3031 holding.
EverSource Wealth Advisors first reported a position in Univest Financial in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Univest Financial position peaked at $21.4K in Q1 2026.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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