First National Trust’s Universal Corp UVV Stock Holding History

First National Trust’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	–	Sell	-29,432	Closed	-$1.55M	–	432
2026 Q1	$1.55M	Hold	29,432	–	–	0.05%	213
2025 Q4	$1.55M	Hold	29,432	–	–	0.05%	206
2025 Q3	$1.64M	Hold	29,432	–	–	0.06%	206
2025 Q2	$1.71M	Sell	29,432 -204	-0.7%	-$11.7K	0.06%	196
2025 Q1	$1.66M	Hold	29,636	–	–	0.07%	196
2024 Q4	$1.63M	Buy	29,636 +9,819	+50%	+$526K	0.06%	200
2024 Q3	$1.05M	Hold	19,817	–	–	0.04%	225
2024 Q2	$955K	Buy	19,817 +4,858	+32%	+$242K	0.04%	224
2024 Q1	$774K	Buy	14,959 +5,207	+53%	+$283K	0.03%	235
2023 Q4	$657K	Buy	9,752 +4,710	+93%	+$252K	0.03%	246
2023 Q3	$238K	Sell	5,042 -90	-2%	-$4.35K	0.01%	342
2023 Q2	$256K	Hold	5,132	–	–	0.01%	334
2023 Q1	$271K	Hold	5,132	–	–	0.01%	328
2022 Q4	$271K	Hold	5,132	–	–	0.01%	317
2022 Q3	$236K	Buy	5,132 +1,162	+29%	+$60.8K	0.01%	321
2022 Q2	$240K	Hold	3,970	–	–	0.01%	332
2022 Q1	$231K	Buy	+3,970	New	+$219K	0.01%	347

Other funds holding UVV

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

First National Trust's UVV Position: Q2 2026 in Review

First National Trust sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 29,432 shares — an estimated $1.55M sold.

First National Trust first reported a position in UVV in Q1 2022 and held it in 17 quarters. The position peaked at $1.71M in Q2 2025. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

First National Trust reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
First National Trust sold 29,432 Universal Corp shares in Q2 2026, an estimated $1.55M.
First National Trust first reported a position in Universal Corp in Q1 2022 and held it in 17 quarters.
First National Trust's Universal Corp position peaked at $1.71M in Q2 2025.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.