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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Global Retirement Partners increased its Universal Corp (UVV) stake by 1% in Q4 2025, buying an estimated $53 and bringing the position to 101 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Global Retirement Partners first reported a position in UVV in Q1 2022 and has held it in 15 quarters since. The position peaked at $124K in Q4 2023. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Global Retirement Partners held 101 shares of Universal Corp worth $5.34K as of Q4 2025.
  • Global Retirement Partners bought 1 Universal Corp share in Q4 2025, an estimated $53.
  • Universal Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3416 holding.
  • Global Retirement Partners first reported a position in Universal Corp in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Universal Corp position peaked at $124K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

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