HighTower Advisors’s Univest Financial UVSP Stock Holding History

HighTower 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 Q2	$288K	Sell	6,593 -457	-6%	-$17.9K	﹤0.01%	3246
2026 Q1	$242K	Buy	7,050 +434	+7%	+$14.7K	﹤0.01%	3344
2025 Q4	$217K	Buy	+6,616	New	+$207K	﹤0.01%	3311
2017 Q4	–	Sell	-6,635	Closed	-$213K	–	2389
2017 Q3	$213K	Sell	6,635 -200	-3%	-$5.97K	﹤0.01%	1865
2017 Q2	$205K	Buy	+6,835	New	+$196K	﹤0.01%	1835

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HighTower Advisors's UVSP Position: Q2 2026 in Review

HighTower Advisors reduced its Univest Financial (UVSP) stake by 6.5% in Q2 2026, selling an estimated $17.9K and leaving 6,593 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

HighTower Advisors first reported a position in UVSP in Q2 2017 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

HighTower Advisors held 6,593 shares of Univest Financial worth $288K as of Q2 2026.
HighTower Advisors sold 457 Univest Financial shares in Q2 2026, an estimated $17.9K.
Univest Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3246 holding.
HighTower Advisors first reported a position in Univest Financial in Q2 2017 and has held it in 5 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.