Fidelity Investments’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.2M | Sell |
1,902,324
-650,060
| -25% | -$22M | ﹤0.01% | 1336 |
|
|
2025
Q4 | $83.6M | Sell |
2,552,384
-37,203
| -1% | -$1.17M | ﹤0.01% | 1252 |
|
|
2025
Q3 | $77.7M | Sell |
2,589,587
-6,738
| -0.3% | -$207K | ﹤0.01% | 1282 |
|
|
2025
Q2 | $78M | Sell |
2,596,325
-10,925
| -0.4% | -$318K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $73.9M | Sell |
2,607,250
-3,698
| -0.1% | -$109K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $77M | Sell |
2,610,948
-11,527
| -0.4% | -$343K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $73.8M | Sell |
2,622,475
-9,050
| -0.3% | -$241K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $60.1M | Sell |
2,631,525
-23,099
| -0.9% | -$488K | ﹤0.01% | 1242 |
|
|
2024
Q1 | $55.3M | Buy |
2,654,624
+10,215
| +0.4% | +$208K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $58.3M | Buy |
2,644,409
+88,258
| +3% | +$1.65M | ﹤0.01% | 1230 |
|
|
2023
Q3 | $44.4M | Buy |
2,556,151
+130,584
| +5% | +$2.4M | ﹤0.01% | 1287 |
|
|
2023
Q2 | $43.9M | Buy |
2,425,567
+75,516
| +3% | +$1.48M | ﹤0.01% | 1327 |
|
|
2023
Q1 | $55.8M | Buy |
2,350,051
+60,075
| +3% | +$1.59M | 0.01% | 1220 |
|
|
2022
Q4 | $59.8M | Buy |
2,289,976
+240,352
| +12% | +$6.45M | 0.01% | 1179 |
|
|
2022
Q3 | $48.1M | Buy |
2,049,624
+87,127
| +4% | +$2.2M | 0.01% | 1257 |
|
|
2022
Q2 | $49.9M | Sell |
1,962,497
-50,467
| -3% | -$1.29M | 0.01% | 1258 |
|
|
2022
Q1 | $53.9M | Buy |
2,012,964
+217,911
| +12% | +$6.4M | ﹤0.01% | 1358 |
|
|
2021
Q4 | $53.7M | Sell |
1,795,053
-276
| -0% | -$8.03K | ﹤0.01% | 1402 |
|
|
2021
Q3 | $49.2M | Buy |
1,795,329
+57,483
| +3% | +$1.54M | ﹤0.01% | 1416 |
|
|
2021
Q2 | $45.8M | Buy |
1,737,846
+73,901
| +4% | +$2.08M | ﹤0.01% | 1473 |
|
|
2021
Q1 | $47.6M | Buy |
1,663,945
+629,731
| +61% | +$16M | ﹤0.01% | 1427 |
|
|
2020
Q4 | $21.3M | Buy |
1,034,214
+134,234
| +15% | +$2.41M | ﹤0.01% | 1693 |
|
|
2020
Q3 | $12.9M | Sell |
899,980
-26,480
| -3% | -$412K | ﹤0.01% | 1742 |
|
|
2020
Q2 | $15M | Sell |
926,460
-38,197
| -4% | -$612K | ﹤0.01% | 1660 |
|
|
2020
Q1 | $15.7M | Sell |
964,657
-145,000
| -13% | -$3.32M | ﹤0.01% | 1507 |
|
|
2019
Q4 | $29.7M | Sell |
1,109,657
-9,089
| -0.8% | -$235K | ﹤0.01% | 1439 |
|
|
2019
Q3 | $28.5M | Buy |
1,118,746
+10,789
| +1% | +$279K | ﹤0.01% | 1433 |
|
|
2019
Q2 | $29.1M | Sell |
1,107,957
-33,241
| -3% | -$834K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $27.9M | Sell |
1,141,198
-12,400
| -1% | -$303K | ﹤0.01% | 1449 |
|
|
2018
Q4 | $24.9M | Buy |
1,153,598
+42,900
| +4% | +$1.04M | ﹤0.01% | 1472 |
|
|
2018
Q3 | $29.4M | Sell |
1,110,698
-6,759
| -0.6% | -$188K | ﹤0.01% | 1526 |
|
|
2018
Q2 | $30.7M | Buy |
1,117,457
+60,220
| +6% | +$1.73M | ﹤0.01% | 1507 |
|
|
2018
Q1 | $29.3M | Sell |
1,057,237
-31,573
| -3% | -$885K | ﹤0.01% | 1544 |
|
|
2017
Q4 | $30.5M | Buy |
1,088,810
+20,833
| +2% | +$616K | ﹤0.01% | 1526 |
|
|
2017
Q3 | $34.2M | Sell |
1,067,977
-20,130
| -2% | -$601K | ﹤0.01% | 1489 |
|
|
2017
Q2 | $32.6M | Buy |
1,088,107
+252,935
| +30% | +$7.26M | ﹤0.01% | 1483 |
|
|
2017
Q1 | $21.6M | Buy |
835,172
+427,338
| +105% | +$12M | ﹤0.01% | 1667 |
|
|
2016
Q4 | $12.6M | Buy |
+407,834
| New | +$10.9M | ﹤0.01% | 1881 |
|
Other funds holding UVSP
VCM
UF
Fidelity Investments's UVSP Position: Q1 2026 in Review
Fidelity Investments reduced its Univest Financial (UVSP) stake by 25% in Q1 2026, selling an estimated $22M and leaving 1,902,324 shares worth $65.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.
Fidelity Investments first reported a position in UVSP in Q4 2016 and has held it in 38 quarters since. The position peaked at $83.6M in Q4 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Fidelity Investments held 1,902,324 shares of Univest Financial worth $65.2M as of Q1 2026.
- Fidelity Investments sold 650,060 Univest Financial shares in Q1 2026, an estimated $22M.
- Univest Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1336 holding.
- Fidelity Investments first reported a position in Univest Financial in Q4 2016 and has held it in 38 quarters since.
- Fidelity Investments's Univest Financial position peaked at $83.6M in Q4 2025.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.