GSEP
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Golden State Equity Partners’s Universal Corp UVV Stock Holding History

Golden State Equity 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 		– Sell
-5,943
Closed -$313K – 1679
2026
Q1 		$313K Buy
+5,943
New +$320K 0.02% 567

Other funds holding UVV

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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

Golden State Equity Partners's UVV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 5,943 shares — an estimated $313K sold.

Golden State Equity Partners first reported a position in UVV in Q1 2026 and held it in 1 quarter. The position peaked at $313K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Golden State Equity Partners reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 5,943 Universal Corp shares in Q2 2026, an estimated $313K.
  • Golden State Equity Partners first reported a position in Universal Corp in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Universal Corp position peaked at $313K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.