GRP
UVV icon

Global Retirement Partners’s Universal Corp UVV Stock Holding History

Global Retirement Partners’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 		$33.8K Buy
+648
New +$34.5K ﹤0.01% 2766
2025
Q4 		$5.34K Buy
101
+1
+1% +$53 ﹤0.01% 3416
2025
Q3 		$5.59K Sell
100
-58
-37% -$3.21K ﹤0.01% 2930
2025
Q2 		$9.2K Buy
+158
New +$9.1K ﹤0.01% 2641
2024
Q4 		$93.8K Sell
1,710
-121
-7% -$6.49K ﹤0.01% 1301
2024
Q3 		$97.2K Hold
1,831
– – ﹤0.01% 1251
2024
Q2 		$88.2K Sell
1,831
-100
-5% -$4.99K ﹤0.01% 1266
2024
Q1 		$99.9K Sell
1,931
-172
-8% -$9.36K ﹤0.01% 1087
2023
Q4 		$124K Buy
2,103
+1,642
+356% +$87.9K 0.01% 942
2023
Q3 		$21.7K Hold
461
– – ﹤0.01% 1616
2023
Q2 		$23K Hold
461
– – ﹤0.01% 1620
2023
Q1 		$24.6K Hold
461
– – ﹤0.01% 1547
2022
Q4 		$24.3K Hold
461
– – ﹤0.01% 1404
2022
Q3 		$23K Sell
461
-7
-1% -$366 ﹤0.01% 1340
2022
Q2 		$28K Hold
468
– – ﹤0.01% 1219
2022
Q1 		$29K Buy
+468
New +$25.8K ﹤0.01% 1207

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 $3.38T AUM 44.17% 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

Global Retirement Partners's UVV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Universal Corp (UVV) in Q2 2026: 648 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #2766 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UVV as recently as Q4 2025.

Global Retirement Partners first reported a position in UVV in Q1 2022 and has held it in 16 quarters since. The position peaked at $124K in Q4 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Global Retirement Partners held 648 shares of Universal Corp worth $33.8K as of Q2 2026.
  • Universal Corp was a new Global Retirement Partners position in Q2 2026.
  • Universal Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2766 holding.
  • Global Retirement Partners first reported a position in Universal Corp in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Universal Corp position peaked at $124K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.