GWN Securities’s Universal Corp UVV Stock Holding History

GWN Securities’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 Q2	–	Sell	-10,381	Closed	-$574K	–	708
2025 Q1	$574K	Buy	+10,381	New	+$553K	0.03%	427

Other funds holding UVV

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

GWN Securities's UVV Position: Q2 2025 in Review

GWN Securities sold out of Universal Corp (UVV) in Q2 2025, closing a stake of 10,381 shares — an estimated $574K sold.

GWN Securities first reported a position in UVV in Q1 2025 and held it in 1 quarter. The position peaked at $574K in Q1 2025. 239 funds tracked by Wall St. Rank hold UVV as of Q2 2025.

GWN Securities reported no remaining Universal Corp position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 10,381 Universal Corp shares in Q2 2025, an estimated $574K.
GWN Securities first reported a position in Universal Corp in Q1 2025 and held it in 1 quarter.
GWN Securities's Universal Corp position peaked at $574K in Q1 2025.
239 funds tracked by Wall St. Rank held Universal Corp as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.