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Horizon Investments’s Universal Corp UVV Stock Holding History

Horizon Investments’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 		– Sell
-11,533
Closed -$599K – 1510
2025
Q4 		$599K Buy
11,533
+1,137
+11% +$60.4K 0.01% 815
2025
Q3 		$572K Buy
10,396
+2,171
+26% +$120K 0.01% 770
2025
Q2 		$472K Buy
+8,225
New +$474K 0.01% 807

Other funds holding UVV

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Horizon Investments's UVV Position: Q1 2026 in Review

Horizon Investments sold out of Universal Corp (UVV) in Q1 2026, closing a stake of 11,533 shares — an estimated $599K sold.

Horizon Investments first reported a position in UVV in Q2 2025 and held it in 3 quarters. The position peaked at $599K in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Horizon Investments reported no remaining Universal Corp position as of Q1 2026 after selling out during the quarter.
  • Horizon Investments sold 11,533 Universal Corp shares in Q1 2026, an estimated $599K.
  • Horizon Investments first reported a position in Universal Corp in Q2 2025 and held it in 3 quarters.
  • Horizon Investments's Universal Corp position peaked at $599K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.