EWA
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EverSource Wealth Advisors’s Universal Corp UVV Stock Holding History

EverSource Wealth Advisors’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.81K Sell
188
-309
-62% -$16.5K ﹤0.01% 2925
2026
Q1 		$26.2K Buy
497
+40
+9% +$2.15K ﹤0.01% 2330
2025
Q4 		$24.1K Sell
457
-241
-35% -$12.8K ﹤0.01% 2263
2025
Q3 		$39K Sell
698
-21
-3% -$1.16K ﹤0.01% 1888
2025
Q2 		$41.9K Buy
719
+522
+265% +$30.1K ﹤0.01% 1737
2025
Q1 		$11K Buy
197
+49
+33% +$2.61K ﹤0.01% 2060
2024
Q4 		$8.12K Buy
148
+12
+9% +$643 ﹤0.01% 2107
2024
Q3 		$7.22K Buy
136
+3
+2% +$155 ﹤0.01% 2050
2024
Q2 		$7.11K Buy
133
+126
+1,800% +$6.29K ﹤0.01% 2052
2024
Q1 		$360 Hold
7
– – ﹤0.01% 2770
2023
Q4 		$471 Buy
+7
New +$375 ﹤0.01% 2536

Other funds holding UVV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Universal Corp (UVV) stake by 62% in Q2 2026, selling an estimated $16.5K and leaving 188 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

EverSource Wealth Advisors first reported a position in UVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.9K in Q2 2025. 75 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • EverSource Wealth Advisors held 188 shares of Universal Corp worth $9.81K as of Q2 2026.
  • EverSource Wealth Advisors sold 309 Universal Corp shares in Q2 2026, an estimated $16.5K.
  • Universal Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2925 holding.
  • EverSource Wealth Advisors first reported a position in Universal Corp in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Universal Corp position peaked at $41.9K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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