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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors's UVSP Position: Q1 2026 in Review

HighTower Advisors increased its Univest Financial (UVSP) stake by 6.6% in Q1 2026, buying an estimated $14.7K and bringing the position to 7,050 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

HighTower Advisors first reported a position in UVSP in Q2 2017 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

HighTower Advisors held 7,050 shares of Univest Financial worth $242K as of Q1 2026.
HighTower Advisors bought 434 Univest Financial shares in Q1 2026, an estimated $14.7K.
Univest Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3344 holding.
HighTower Advisors first reported a position in Univest Financial in Q2 2017 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.