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 Q3	$30.9K	Buy	753 +19	+3%	+$816	﹤0.01%	2673
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

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing's UVSP Position: Q3 2026 in Review

GAMMA Investing increased its Univest Financial (UVSP) stake by 2.6% in Q3 2026, buying an estimated $816 and bringing the position to 753 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

GAMMA Investing first reported a position in UVSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $32.1K in Q2 2026. 8 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

GAMMA Investing held 753 shares of Univest Financial worth $30.9K as of Q3 2026.
GAMMA Investing bought 19 Univest Financial shares in Q3 2026, an estimated $816.
Univest Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2673 holding.
GAMMA Investing first reported a position in Univest Financial in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Univest Financial position peaked at $32.1K in Q2 2026.
8 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.