HWA
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Heritage Wealth Advisors’s Universal Corp UVV Stock Holding History

Heritage Wealth Advisors’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
Q1 		$981K Buy
18,618
+262
+1% +$14.1K 0.04% 84
2025
Q4 		$968K Buy
18,356
+294
+2% +$15.6K 0.04% 108
2025
Q3 		$1.01M Buy
18,062
+269
+2% +$14.9K 0.04% 83
2025
Q2 		$1.04M Buy
17,793
+5,474
+44% +$315K 0.05% 80
2025
Q1 		$690K Sell
12,319
-14,286
-54% -$762K 0.04% 100
2024
Q4 		$1.46M Buy
26,605
+189
+0.7% +$10.1K 0.07% 67
2024
Q3 		$1.4M Buy
26,416
+191
+0.7% +$9.87K 0.07% 71
2024
Q2 		$1.26M Buy
26,225
+4,494
+21% +$224K 0.06% 73
2024
Q1 		$1.12M Buy
21,731
+98
+0.5% +$5.33K 0.05% 82
2023
Q4 		$1.46M Buy
21,633
+109
+0.5% +$5.84K 0.07% 67
2023
Q3 		$1.02M Buy
21,524
+115
+0.5% +$5.55K 0.06% 78
2023
Q2 		$1.07M Buy
21,409
+2,984
+16% +$157K 0.06% 81
2023
Q1 		$974K Buy
18,425
+58
+0.3% +$3.04K 0.05% 84
2022
Q4 		$970K Buy
18,367
+55
+0.3% +$2.86K 0.06% 84
2022
Q3 		$843K Buy
18,312
+54
+0.3% +$2.83K 0.06% 85
2022
Q2 		$1.1M Buy
18,258
+1,171
+7% +$69.8K 0.08% 71
2022
Q1 		$992K Buy
17,087
+40
+0.2% +$2.2K 0.05% 85
2021
Q4 		$936K Buy
17,047
+41
+0.2% +$2.04K 0.05% 101
2021
Q3 		$822K Buy
17,006
+38
+0.2% +$1.93K 0.05% 100
2021
Q2 		$967K Buy
16,968
+1,079
+7% +$62.3K 0.06% 85
2021
Q1 		$937K Hold
15,889
– – 0.06% 87
2020
Q4 		$772K Hold
15,889
– – 0.05% 103
2020
Q3 		$665K Hold
15,889
– – 0.09% 82
2020
Q2 		$675K Buy
15,889
+14,682
+1,216% +$646K 0.09% 73
2020
Q1 		$53.4K Hold
1,207
– – 0.01% 249
2019
Q4 		$68.9K Hold
1,207
– – 0.01% 275
2019
Q3 		$66K Hold
1,207
– – 0.01% 249
2019
Q2 		$73.4K Buy
1,207
+684
+131% +$38.3K 0.01% 222
2019
Q1 		$30.2K Hold
523
– – 0.01% 266
2018
Q4 		$28K Hold
523
– – 0.01% 234
2018
Q3 		$34K Buy
+523
New +$33.3K 0.01% 229

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Heritage Wealth Advisors's UVV Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Universal Corp (UVV) stake by 1.4% in Q1 2026, buying an estimated $14.1K and bringing the position to 18,618 shares worth $981K. The position accounts for 0.04% of the portfolio, ranked #84.

Heritage Wealth Advisors first reported a position in UVV in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.46M in Q4 2024. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Heritage Wealth Advisors held 18,618 shares of Universal Corp worth $981K as of Q1 2026.
  • Heritage Wealth Advisors bought 262 Universal Corp shares in Q1 2026, an estimated $14.1K.
  • Universal Corp made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Heritage Wealth Advisors first reported a position in Universal Corp in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Universal Corp position peaked at $1.46M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.