Global Retirement Partners’s Univest Financial UVSP Stock Holding History

Global Retirement Partners’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
2025 Q4	$631K	Buy	+19,262	New	+$603K	0.01%	836

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Retirement Partners's UVSP Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Univest Financial (UVSP) in Q4 2025: 19,262 shares worth $631K. The stake represents 0.01% of the portfolio and ranks #836 among its holdings.

198 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

Global Retirement Partners held 19,262 shares of Univest Financial worth $631K as of Q4 2025.
Univest Financial was a new Global Retirement Partners position in Q4 2025.
Univest Financial made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #836 holding.
198 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.