Fortitude Family Office’s Univest Financial UVSP Stock Holding History

Fortitude Family Office’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	$700	Buy	+16	New	+$627	﹤0.01%	1881

Other funds holding UVSP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fortitude Family Office's UVSP Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Univest Financial (UVSP) in Q2 2026: 16 shares worth $700. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings.

37 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Fortitude Family Office held 16 shares of Univest Financial worth $700 as of Q2 2026.
Univest Financial was a new Fortitude Family Office position in Q2 2026.
Univest Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1881 holding.
37 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.