Foundations Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

Foundations Investment Advisors’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,000	Closed	-$512K	–	1305
2026 Q1	$512K	Hold	15,000	–	–	0.01%	717
2025 Q4	$507K	Hold	15,000	–	–	0.01%	709
2025 Q3	$395K	Hold	15,000	–	–	0.01%	739
2025 Q2	$416K	Hold	15,000	–	–	0.01%	639
2025 Q1	$356K	Hold	15,000	–	–	0.01%	662
2024 Q4	$316K	Hold	15,000	–	–	0.01%	649
2024 Q3	$332K	Hold	15,000	–	–	0.01%	606
2024 Q2	$281K	Hold	15,000	–	–	0.01%	624
2024 Q1	$305K	Hold	15,000	–	–	0.01%	575
2023 Q4	$251K	Hold	15,000	–	–	0.01%	594
2023 Q3	$210K	Hold	15,000	–	–	0.01%	605
2023 Q2	$231K	Buy	+15,000	New	+$249K	0.01%	519

Other funds holding UVE

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foundations Investment Advisors's UVE Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q2 2026, closing a stake of 15,000 shares — an estimated $512K sold.

Foundations Investment Advisors first reported a position in UVE in Q2 2023 and held it in 12 quarters. The position peaked at $512K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Foundations Investment Advisors reported no remaining Universal Insurance Holdings position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 15,000 Universal Insurance Holdings shares in Q2 2026, an estimated $512K.
Foundations Investment Advisors first reported a position in Universal Insurance Holdings in Q2 2023 and held it in 12 quarters.
Foundations Investment Advisors's Universal Insurance Holdings position peaked at $512K in Q1 2026.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.