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Harbour Investments’s Univest Financial UVSP Stock Holding History

Harbour Investments’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
Q2 		$4.16K Sell
95
-18
-16% -$705 ﹤0.01% 3764
2026
Q1 		$3.84K Buy
113
+67
+146% +$2.27K ﹤0.01% 3692
2025
Q4 		$1.51K Hold
46
– – ﹤0.01% 3372
2025
Q3 		$1.38K Buy
46
+19
+70% +$583 ﹤0.01% 3359
2025
Q2 		$811 Hold
27
– – ﹤0.01% 3313
2025
Q1 		$766 Hold
27
– – ﹤0.01% 3278
2024
Q4 		$797 Hold
27
– – ﹤0.01% 3213
2024
Q3 		$760 Buy
+27
New +$720 ﹤0.01% 3139

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Harbour Investments's UVSP Position: Q2 2026 in Review

Harbour Investments reduced its Univest Financial (UVSP) stake by 16% in Q2 2026, selling an estimated $705 and leaving 95 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

Harbour Investments first reported a position in UVSP in Q3 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Harbour Investments held 95 shares of Univest Financial worth $4.16K as of Q2 2026.
  • Harbour Investments sold 18 Univest Financial shares in Q2 2026, an estimated $705.
  • Univest Financial made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3764 holding.
  • Harbour Investments first reported a position in Univest Financial in Q3 2024 and has held it in 8 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.