IFP Advisors’s Univest Financial UVSP Stock Holding History

IFP 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	$8.29K	Hold	242	–	–	﹤0.01%	3245
2025 Q4	$7.92K	Buy	242 +104	+75%	+$3.26K	﹤0.01%	3189
2025 Q3	$4.14K	Buy	138 +19	+16%	+$583	﹤0.01%	3352
2025 Q2	$3.99K	Buy	119 +106	+815%	+$3.09K	﹤0.01%	3534
2025 Q1	$369	Hold	13	–	–	﹤0.01%	3525
2024 Q4	$384	Buy	+13	New	+$386	﹤0.01%	3488
2024 Q2	–	Sell	-38	Closed	-$791	–	3352
2024 Q1	$791	Buy	+38	New	+$772	﹤0.01%	2901
2023 Q1	–	Sell	-484	Closed	-$17K	–	4399
2022 Q4	$17K	Sell	484 -328	-40%	-$8.79K	﹤0.01%	3043
2022 Q3	$27K	Buy	812 +111	+16%	+$2.8K	﹤0.01%	2850
2022 Q2	$24K	Hold	701	–	–	﹤0.01%	2708
2022 Q1	$24K	Buy	701 +644	+1,130%	+$18.9K	﹤0.01%	2708
2021 Q4	$2K	Buy	57 +22	+63%	+$640	﹤0.01%	2853
2021 Q3	$1K	Buy	+35	New	+$939	﹤0.01%	3147

Other funds holding UVSP

BlackRock New York $5.7T 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 Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance)

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

Pzena Investment Management New York $30.8B AUM 11.29% 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