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Hemington Wealth Management’s Univest Financial UVSP Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Sell
9
-16
-64% -$491 ﹤0.01% 1737
2025
Q2 		$0 Sell
25
-1
-4% -$29 ﹤0.01% 1725
2025
Q1 		$0 Sell
26
-3
-10% -$89 ﹤0.01% 1766
2024
Q4 		$0 Hold
29
– – ﹤0.01% 1798
2024
Q3 		$0 Buy
+29
New +$773 ﹤0.01% 1756

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Hemington Wealth Management's UVSP Position: Q3 2025 in Review

Hemington Wealth Management reduced its Univest Financial (UVSP) stake by 64% in Q3 2025, selling an estimated $491 and leaving 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Hemington Wealth Management first reported a position in UVSP in Q3 2024 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Hemington Wealth Management held 9 shares of Univest Financial worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 16 Univest Financial shares in Q3 2025, an estimated $491.
  • Univest Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1737 holding.
  • Hemington Wealth Management first reported a position in Univest Financial in Q3 2024 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.