GIA
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GHP Investment Advisors’s Universal Corp UVV Stock Holding History

GHP Investment Advisors’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 		$12.5K Hold
240
– – ﹤0.01% 780
2026
Q1 		$12.6K Hold
240
– – ﹤0.01% 771
2025
Q4 		$12.7K Buy
240
+170
+243% +$9.03K ﹤0.01% 702
2025
Q3 		$3.91K Hold
70
– – ﹤0.01% 815
2025
Q2 		$4.08K Hold
70
– – ﹤0.01% 812
2025
Q1 		$3.92K Hold
70
– – ﹤0.01% 800
2024
Q4 		$3.84K Hold
70
– – ﹤0.01% 834
2024
Q3 		$3.72K Buy
+70
New +$3.62K ﹤0.01% 839

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

GHP Investment Advisors held its Universal Corp (UVV) position steady in Q2 2026 at 240 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

GHP Investment Advisors first reported a position in UVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • GHP Investment Advisors held 240 shares of Universal Corp worth $12.5K as of Q2 2026.
  • GHP Investment Advisors left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #780 holding.
  • GHP Investment Advisors first reported a position in Universal Corp in Q3 2024 and has held it in 8 quarters since.
  • GHP Investment Advisors's Universal Corp position peaked at $12.7K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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