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Harbor Capital Advisors’s Univest Financial UVSP Stock Holding History

Harbor Capital Advisors’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
2026
Q1 		$28K Buy
823
+616
+298% +$20.8K ﹤0.01% 756
2025
Q4 		$7K Sell
207
-4
-2% -$125 ﹤0.01% 1065
2025
Q3 		$6K Sell
211
-6
-3% -$184 ﹤0.01% 1136
2025
Q2 		$7K Buy
217
+86
+66% +$2.5K ﹤0.01% 1090
2025
Q1 		$4K Sell
131
-122
-48% -$3.61K ﹤0.01% 1271
2024
Q4 		$7K Buy
253
+32
+14% +$951 ﹤0.01% 1070
2024
Q3 		$6K Buy
+221
New +$5.89K ﹤0.01% 1110

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Harbor Capital Advisors's UVSP Position: Q1 2026 in Review

Harbor Capital Advisors increased its Univest Financial (UVSP) stake by 298% in Q1 2026, buying an estimated $20.8K and bringing the position to 823 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Harbor Capital Advisors first reported a position in UVSP in Q3 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Harbor Capital Advisors held 823 shares of Univest Financial worth $28K as of Q1 2026.
  • Harbor Capital Advisors bought 616 Univest Financial shares in Q1 2026, an estimated $20.8K.
  • Univest Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #756 holding.
  • Harbor Capital Advisors first reported a position in Univest Financial in Q3 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.