Fortitude Family Office’s Universal Corp UVV Stock Holding History

Fortitude Family Office’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 Q1	$4.32K	Hold	82	–	–	﹤0.01%	977
2025 Q4	$4.33K	Hold	82	–	–	﹤0.01%	864
2025 Q3	$4.58K	Hold	82	–	–	﹤0.01%	843
2025 Q2	$4.78K	Hold	82	–	–	﹤0.01%	802
2025 Q1	$4.6K	Hold	82	–	–	﹤0.01%	753
2024 Q4	$4.5K	Hold	82	–	–	﹤0.01%	874
2024 Q3	$4.36K	Hold	82	–	–	﹤0.01%	829
2024 Q2	$3.95K	Hold	82	–	–	﹤0.01%	671
2024 Q1	$4.24K	Hold	82	–	–	﹤0.01%	677
2023 Q4	$5.52K	Buy	+82	New	+$4.39K	﹤0.01%	568

Other funds holding UVV

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fortitude Family Office's UVV Position: Q1 2026 in Review

Fortitude Family Office held its Universal Corp (UVV) position steady in Q1 2026 at 82 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Fortitude Family Office first reported a position in UVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.52K in Q4 2023. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

Fortitude Family Office held 82 shares of Universal Corp worth $4.32K as of Q1 2026.
Fortitude Family Office left its Universal Corp share count unchanged in Q1 2026.
Universal Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #977 holding.
Fortitude Family Office first reported a position in Universal Corp in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Universal Corp position peaked at $5.52K in Q4 2023.
230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.