GWM
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Gilpin Wealth Management’s Universal Corp UVV Stock Holding History

Gilpin Wealth Management’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 		$209 Buy
4
+3
+300% +$160 ﹤0.01% 907
2026
Q1 		$53 Sell
1
-1
-50% -$54 ﹤0.01% 985
2025
Q4 		$106 Buy
+2
New +$106 ﹤0.01% 825

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

Gilpin Wealth Management's UVV Position: Q2 2026 in Review

Gilpin Wealth Management increased its Universal Corp (UVV) stake by 300% in Q2 2026, buying an estimated $160 and bringing the position to 4 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Gilpin Wealth Management first reported a position in UVV in Q4 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Gilpin Wealth Management held 4 shares of Universal Corp worth $209 as of Q2 2026.
  • Gilpin Wealth Management bought 3 Universal Corp shares in Q2 2026, an estimated $160.
  • Universal Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Gilpin Wealth Management first reported a position in Universal Corp in Q4 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.