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Foundations Investment Advisors’s Universal Corp UVV Stock Holding History

Foundations Investment Advisors’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
Q2 		$1.26M Sell
24,115
-6,506
-21% -$347K 0.01% 518
2026
Q1 		$1.61M Buy
30,621
+8,939
+41% +$481K 0.02% 418
2025
Q4 		$1.14M Buy
21,682
+15,080
+228% +$801K 0.02% 478
2025
Q3 		$369K Buy
+6,602
New +$365K 0.01% 763

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Universal Corp (UVV) stake by 21% in Q2 2026, selling an estimated $347K and leaving 24,115 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #518.

Foundations Investment Advisors first reported a position in UVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q1 2026. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Foundations Investment Advisors held 24,115 shares of Universal Corp worth $1.26M as of Q2 2026.
  • Foundations Investment Advisors sold 6,506 Universal Corp shares in Q2 2026, an estimated $347K.
  • Universal Corp made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #518 holding.
  • Foundations Investment Advisors first reported a position in Universal Corp in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Universal Corp position peaked at $1.61M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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