First Horizon Advisors’s Univest Financial UVSP Stock Holding History

First Horizon 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
2025 Q2	$6.07K	Buy	202 +35	+21%	+$1.02K	﹤0.01%	1806
2025 Q1	$4.74K	Hold	167	–	–	﹤0.01%	1814
2024 Q4	$4.93K	Buy	167 +78	+88%	+$2.32K	﹤0.01%	1807
2024 Q3	$2.5K	Hold	89	–	–	﹤0.01%	1956
2024 Q2	$2.03K	Hold	89	–	–	﹤0.01%	1971
2024 Q1	$1.85K	Hold	89	–	–	﹤0.01%	2050
2023 Q4	$1.96K	Hold	89	–	–	﹤0.01%	2032
2023 Q3	$1.55K	Buy	+89	New	+$1.64K	﹤0.01%	2065
2023 Q2	–	Sell	-35	Closed	-$831	–	2524
2023 Q1	$831	Hold	35	–	–	﹤0.01%	2313
2022 Q4	$915	Hold	35	–	–	﹤0.01%	2269
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	2197
2022 Q2	$1K	Buy	+35	New	+$898	﹤0.01%	2280
2020 Q4	–	Sell	-80	Closed	-$1K	–	1582
2020 Q3	$1K	Hold	80	–	–	﹤0.01%	1388
2020 Q2	$1K	Hold	80	–	–	﹤0.01%	1350
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	1321
2019 Q4	$2K	Buy	+80	New	+$2.07K	﹤0.01%	1396

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Horizon Advisors's UVSP Position: Q2 2025 in Review

First Horizon Advisors increased its Univest Financial (UVSP) stake by 21% in Q2 2025, buying an estimated $1.02K and bringing the position to 202 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

First Horizon Advisors first reported a position in UVSP in Q4 2019 and has held it in 16 quarters since. 183 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

First Horizon Advisors held 202 shares of Univest Financial worth $6.07K as of Q2 2025.
First Horizon Advisors bought 35 Univest Financial shares in Q2 2025, an estimated $1.02K.
Univest Financial made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1806 holding.
First Horizon Advisors first reported a position in Univest Financial in Q4 2019 and has held it in 16 quarters since.
183 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.