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 Q3	–	Sell	-4	Closed	-$209	–	1479
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

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's UVV Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Universal Corp (UVV) in Q3 2026, closing a stake of 4 shares — an estimated $209 sold.

Gilpin Wealth Management first reported a position in UVV in Q4 2025 and held it in 3 quarters. The position peaked at $209 in Q2 2026. 7 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

Gilpin Wealth Management reported no remaining Universal Corp position as of Q3 2026 after selling out during the quarter.
Gilpin Wealth Management sold 4 Universal Corp shares in Q3 2026, an estimated $209.
Gilpin Wealth Management first reported a position in Universal Corp in Q4 2025 and held it in 3 quarters.
Gilpin Wealth Management's Universal Corp position peaked at $209 in Q2 2026.
7 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.