GI
UVSP icon

GAMMA Investing’s Univest Financial UVSP Stock Holding History

GAMMA Investing’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.1K Hold
734
– – ﹤0.01% 2572
2026
Q1 		$25.1K Buy
734
+27
+4% +$913 ﹤0.01% 2603
2025
Q4 		$23.1K Buy
707
+8
+1% +$251 ﹤0.01% 2535
2025
Q3 		$21K Buy
699
+24
+4% +$737 ﹤0.01% 2492
2025
Q2 		$20.3K Buy
675
+259
+62% +$7.54K ﹤0.01% 2450
2025
Q1 		$11.8K Buy
416
+222
+114% +$6.57K ﹤0.01% 2674
2024
Q4 		$5.72K Sell
194
-19
-9% -$565 ﹤0.01% 2861
2024
Q3 		$5.99K Buy
213
+92
+76% +$2.45K ﹤0.01% 2683
2024
Q2 		$2.76K Hold
121
– – ﹤0.01% 2784
2024
Q1 		$2.52K Buy
121
+44
+57% +$894 ﹤0.01% 2681
2023
Q4 		$1.64K Buy
+77
New +$1.44K ﹤0.01% 2646

Other funds holding UVSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing's UVSP Position: Q2 2026 in Review

GAMMA Investing held its Univest Financial (UVSP) position steady in Q2 2026 at 734 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

GAMMA Investing first reported a position in UVSP in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • GAMMA Investing held 734 shares of Univest Financial worth $32.1K as of Q2 2026.
  • GAMMA Investing left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2572 holding.
  • GAMMA Investing first reported a position in Univest Financial in Q4 2023 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.