Geode Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36M | Buy |
823,655
+32,711
| +4% | +$1.28M | ﹤0.01% | 1813 |
|
|
2026
Q1 | $27.1M | Buy |
790,944
+12,103
| +2% | +$409K | ﹤0.01% | 1835 |
|
|
2025
Q4 | $25.5M | Sell |
778,841
-23,964
| -3% | -$751K | ﹤0.01% | 1879 |
|
|
2025
Q3 | $24.1M | Buy |
802,805
+29,074
| +4% | +$893K | ﹤0.01% | 1905 |
|
|
2025
Q2 | $23.2M | Buy |
773,731
+36,662
| +5% | +$1.07M | ﹤0.01% | 1886 |
|
|
2025
Q1 | $20.9M | Buy |
737,069
+34,497
| +5% | +$1.02M | ﹤0.01% | 1877 |
|
|
2024
Q4 | $20.7M | Sell |
702,572
-1,873
| -0.3% | -$55.7K | ﹤0.01% | 1952 |
|
|
2024
Q3 | $19.8M | Buy |
704,445
+23,770
| +3% | +$634K | ﹤0.01% | 1980 |
|
|
2024
Q2 | $15.5M | Buy |
680,675
+31,761
| +5% | +$671K | ﹤0.01% | 2069 |
|
|
2024
Q1 | $13.5M | Buy |
648,914
+789
| +0.1% | +$16K | ﹤0.01% | 2140 |
|
|
2023
Q4 | $14.3M | Buy |
648,125
+28,626
| +5% | +$536K | ﹤0.01% | 2119 |
|
|
2023
Q3 | $10.8M | Buy |
619,499
+30,162
| +5% | +$555K | ﹤0.01% | 2228 |
|
|
2023
Q2 | $10.7M | Buy |
589,337
+24,711
| +4% | +$484K | ﹤0.01% | 2253 |
|
|
2023
Q1 | $13.4M | Buy |
564,626
+17,443
| +3% | +$462K | ﹤0.01% | 2076 |
|
|
2022
Q4 | $14.3M | Buy |
547,183
+10,070
| +2% | +$270K | ﹤0.01% | 2007 |
|
|
2022
Q3 | $12.6M | Buy |
537,113
+9,495
| +2% | +$240K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $13.4M | Buy |
527,618
+5,873
| +1% | +$151K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $14M | Sell |
521,745
-12,838
| -2% | -$377K | ﹤0.01% | 2126 |
|
|
2021
Q4 | $16M | Buy |
534,583
+1,814
| +0.3% | +$52.8K | ﹤0.01% | 2105 |
|
|
2021
Q3 | $14.6M | Buy |
532,769
+6,804
| +1% | +$183K | ﹤0.01% | 2181 |
|
|
2021
Q2 | $13.9M | Buy |
525,965
+7,423
| +1% | +$209K | ﹤0.01% | 2233 |
|
|
2021
Q1 | $14.8M | Buy |
518,542
+36,482
| +8% | +$925K | ﹤0.01% | 2074 |
|
|
2020
Q4 | $9.92M | Sell |
482,060
-4,350
| -0.9% | -$78K | ﹤0.01% | 2188 |
|
|
2020
Q3 | $6.99M | Buy |
486,410
+9,701
| +2% | +$151K | ﹤0.01% | 2188 |
|
|
2020
Q2 | $7.69M | Buy |
476,709
+25,533
| +6% | +$409K | ﹤0.01% | 2089 |
|
|
2020
Q1 | $7.36M | Buy |
451,176
+22,079
| +5% | +$505K | ﹤0.01% | 1921 |
|
|
2019
Q4 | $11.5M | Buy |
429,097
+21,735
| +5% | +$562K | ﹤0.01% | 1918 |
|
|
2019
Q3 | $10.4M | Buy |
407,362
+7,187
| +2% | +$186K | ﹤0.01% | 1907 |
|
|
2019
Q2 | $10.5M | Buy |
400,175
+30,154
| +8% | +$757K | ﹤0.01% | 1915 |
|
|
2019
Q1 | $9.05M | Buy |
370,021
+30,150
| +9% | +$736K | ﹤0.01% | 1964 |
|
|
2018
Q4 | $7.33M | Buy |
339,871
+16,854
| +5% | +$410K | ﹤0.01% | 1992 |
|
|
2018
Q3 | $8.54M | Buy |
323,017
+16,613
| +5% | +$462K | ﹤0.01% | 2037 |
|
|
2018
Q2 | $8.43M | Buy |
306,404
+31,815
| +12% | +$912K | ﹤0.01% | 2005 |
|
|
2018
Q1 | $7.61M | Buy |
274,589
+20,894
| +8% | +$585K | ﹤0.01% | 1968 |
|
|
2017
Q4 | $7.12M | Buy |
253,695
+14,703
| +6% | +$435K | ﹤0.01% | 1990 |
|
|
2017
Q3 | $7.65M | Buy |
238,992
+17,151
| +8% | +$512K | ﹤0.01% | 1931 |
|
|
2017
Q2 | $6.64M | Buy |
221,841
+5,044
| +2% | +$145K | ﹤0.01% | 1953 |
|
|
2017
Q1 | $5.62M | Buy |
216,797
+800
| +0.4% | +$22.4K | ﹤0.01% | 2023 |
|
|
2016
Q4 | $6.67M | Buy |
215,997
+9,931
| +5% | +$265K | ﹤0.01% | 1865 |
|
|
2016
Q3 | $4.81M | Buy |
206,066
+70,757
| +52% | +$1.58M | ﹤0.01% | 2000 |
|
|
2016
Q2 | $2.84M | Buy |
135,309
+1,696
| +1% | +$33.7K | ﹤0.01% | 2248 |
|
|
2016
Q1 | $2.61K | Buy |
133,613
+2,769
| +2% | +$53.6K | ﹤0.01% | 2271 |
|
|
2015
Q4 | $2.73M | Buy |
130,844
+8,317
| +7% | +$168K | ﹤0.01% | 2273 |
|
|
2015
Q3 | $2.35M | Buy |
122,527
+4,517
| +4% | +$88.9K | ﹤0.01% | 2340 |
|
|
2015
Q2 | $2.4M | Buy |
118,010
+6,230
| +6% | +$122K | ﹤0.01% | 2379 |
|
|
2015
Q1 | $2.21M | Buy |
111,780
+8,483
| +8% | +$163K | ﹤0.01% | 2374 |
|
|
2014
Q4 | $2.09M | Buy |
103,297
+3,764
| +4% | +$74.7K | ﹤0.01% | 2399 |
|
|
2014
Q3 | $1.86M | Buy |
99,533
+5,194
| +6% | +$101K | ﹤0.01% | 2399 |
|
|
2014
Q2 | $1.95M | Buy |
94,339
+16,722
| +22% | +$334K | ﹤0.01% | 2379 |
|
|
2014
Q1 | $1.59M | Buy |
77,617
+13,913
| +22% | +$270K | ﹤0.01% | 2478 |
|
|
2013
Q4 | $1.32M | Buy |
63,704
+4,232
| +7% | +$84.4K | ﹤0.01% | 2547 |
|
|
2013
Q3 | $1.12M | Buy |
59,472
+2,833
| +5% | +$56K | ﹤0.01% | 2533 |
|
|
2013
Q2 | $1.08M | Buy |
+56,639
| New | +$1M | ﹤0.01% | 2416 |
|
Other funds holding UVSP
UF
Geode Capital Management's UVSP Position: Q2 2026 in Review
Geode Capital Management increased its Univest Financial (UVSP) stake by 4.1% in Q2 2026, buying an estimated $1.28M and bringing the position to 823,655 shares worth $36M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.
Geode Capital Management first reported a position in UVSP in Q2 2013 and has held it in 53 quarters since. 207 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.
- Geode Capital Management held 823,655 shares of Univest Financial worth $36M as of Q2 2026.
- Geode Capital Management bought 32,711 Univest Financial shares in Q2 2026, an estimated $1.28M.
- Univest Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1813 holding.
- Geode Capital Management first reported a position in Univest Financial in Q2 2013 and has held it in 53 quarters since.
- 207 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.