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GHP Investment Advisors’s Univest Financial UVSP Stock Holding History

GHP Investment Advisors’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 		$88 Hold
2
– – ﹤0.01% 1291
2026
Q1 		$69 Buy
+2
New +$68 ﹤0.01% 1348

Other funds holding UVSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 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
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

GHP Investment Advisors's UVSP Position: Q2 2026 in Review

GHP Investment Advisors held its Univest Financial (UVSP) position steady in Q2 2026 at 2 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

GHP Investment Advisors first reported a position in UVSP in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • GHP Investment Advisors held 2 shares of Univest Financial worth $88 as of Q2 2026.
  • GHP Investment Advisors left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1291 holding.
  • GHP Investment Advisors first reported a position in Univest Financial in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.