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 Q3	$3.43K	Sell	82 -51	-38%	-$2.45K	﹤0.01%	1761
2026 Q2	$6.94K	Buy	133 +51	+62%	+$2.72K	﹤0.01%	935
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

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $79.1M AUM

Fortitude Family Office's UVV Position: Q3 2026 in Review

Fortitude Family Office reduced its Universal Corp (UVV) stake by 38% in Q3 2026, selling an estimated $2.45K and leaving 82 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Fortitude Family Office first reported a position in UVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.94K in Q2 2026. 18 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

Fortitude Family Office held 82 shares of Universal Corp worth $3.43K as of Q3 2026.
Fortitude Family Office sold 51 Universal Corp shares in Q3 2026, an estimated $2.45K.
Universal Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1761 holding.
Fortitude Family Office first reported a position in Universal Corp in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Universal Corp position peaked at $6.94K in Q2 2026.
18 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.