GAMMA Investing’s Universal Corp UVV Stock Holding History

GAMMA Investing’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	$208K	Buy	3,980 +940	+31%	+$50.1K	0.01%	1240
2026 Q1	$160K	Buy	3,040 +1,683	+124%	+$90.6K	0.01%	1274
2025 Q4	$71.6K	Buy	1,357 +196	+17%	+$10.4K	﹤0.01%	1819
2025 Q3	$64.9K	Buy	1,161 +6	+0.5%	+$332	﹤0.01%	1818
2025 Q2	$67.3K	Buy	1,155 +6	+0.5%	+$346	﹤0.01%	1717
2025 Q1	$64.4K	Buy	1,149 +320	+39%	+$17.1K	﹤0.01%	1610
2024 Q4	$45.5K	Buy	829 +157	+23%	+$8.41K	﹤0.01%	1728
2024 Q3	$35.7K	Buy	672 +304	+83%	+$15.7K	﹤0.01%	1727
2024 Q2	$17.7K	Buy	368 +65	+21%	+$3.24K	﹤0.01%	1928
2024 Q1	$15.7K	Sell	303 -5	-2%	-$272	﹤0.01%	1804
2023 Q4	$17.8K	Buy	+308	New	+$16.5K	﹤0.01%	1574

Other funds holding UVV

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM