Freestone Grove Partners’s Universal Corp UVV Stock Holding History

Freestone Grove Partners’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	–	Sell	-12,836	Closed	-$676K	–	1333
2026 Q1	$676K	Buy	+12,836	New	+$691K	﹤0.01%	550

Other funds holding UVV

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Freestone Grove Partners's UVV Position: Q2 2026 in Review

Freestone Grove Partners sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 12,836 shares — an estimated $676K sold.

Freestone Grove Partners first reported a position in UVV in Q1 2026 and held it in 1 quarter. The position peaked at $676K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Freestone Grove Partners reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 12,836 Universal Corp shares in Q2 2026, an estimated $676K.
Freestone Grove Partners first reported a position in Universal Corp in Q1 2026 and held it in 1 quarter.
Freestone Grove Partners's Universal Corp position peaked at $676K in Q1 2026.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.