Insight Advisors’s Univest Financial UVSP Stock Holding History

Insight 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 Q3	$430K	Hold	10,500	–	–	0.08%	152
2026 Q2	$459K	Sell	10,500 -250	-2%	-$9.8K	0.08%	148
2026 Q1	$368K	Sell	10,750 -1,000	-9%	-$33.8K	0.07%	163
2025 Q4	$385K	Hold	11,750	–	–	0.06%	186
2025 Q3	$353K	Hold	11,750	–	–	0.05%	191
2025 Q2	$353K	Sell	11,750 -11,750	-50%	-$342K	0.06%	193
2025 Q1	$666K	Buy	23,500 +11,750	+100%	+$348K	0.12%	115
2024 Q4	$348K	Sell	11,750 -3,500	-23%	-$104K	0.06%	201
2024 Q3	$429K	Sell	15,250 -1,000	-6%	-$26.7K	0.07%	177
2024 Q2	$371K	Hold	16,250	–	–	0.07%	202
2024 Q1	$338K	Hold	16,250	–	–	0.06%	215
2023 Q4	$358K	Hold	16,250	–	–	0.08%	189
2023 Q3	$282K	Buy	16,250 +250	+2%	+$4.6K	0.06%	214
2023 Q2	$289K	Hold	16,000	–	–	0.06%	220
2023 Q1	$380K	Hold	16,000	–	–	0.09%	189
2022 Q4	$417K	Hold	16,000	–	–	0.15%	192
2022 Q3	$376K	Hold	16,000	–	–	0.15%	180
2022 Q2	$403K	Hold	16,000	–	–	0.14%	189
2022 Q1	$428K	Sell	16,000 -2,000	-11%	-$58.8K	0.13%	201
2021 Q4	$539K	Hold	18,000	–	–	0.16%	159
2021 Q3	$536K	Hold	18,000	–	–	0.16%	163
2021 Q2	$481K	Hold	18,000	–	–	0.15%	179
2021 Q1	$503K	Sell	18,000 -5,912	-25%	-$150K	0.16%	160
2020 Q4	$492K	Buy	+23,912	New	+$429K	0.19%	141

Other funds holding UVSP

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Insight Advisors's UVSP Position: Q3 2026 in Review

Insight Advisors held its Univest Financial (UVSP) position steady in Q3 2026 at 10,500 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #152.

Insight Advisors first reported a position in UVSP in Q4 2020 and has held it in 24 quarters since. The position peaked at $666K in Q1 2025. 35 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Insight Advisors held 10,500 shares of Univest Financial worth $430K as of Q3 2026.
Insight Advisors left its Univest Financial share count unchanged in Q3 2026.
Univest Financial made up 0.08% of Insight Advisors's portfolio in Q3 2026, its #152 holding.
Insight Advisors first reported a position in Univest Financial in Q4 2020 and has held it in 24 quarters since.
Insight Advisors's Univest Financial position peaked at $666K in Q1 2025.
35 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.