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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return