IA
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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
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
– – 0.07% 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

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