Integrated Quantitative Investments
UVSP icon

Integrated Quantitative Investments’s Univest Financial UVSP Stock Holding History

Integrated Quantitative Investments’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 		$2.65M Hold
64,630
– – 0.46% 31
2026
Q2 		$2.83M Hold
64,630
– – 0.46% 38
2026
Q1 		$2.21M Buy
64,630
+40,617
+169% +$1.37M 0.4% 51
2025
Q4 		$786K Buy
+24,013
New +$752K 0.17% 220

Other funds holding UVSP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Univest Financial
Univest Financial Souderton, Pennsylvania $2.13B AUM 27.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Integrated Quantitative Investments's UVSP Position: Q3 2026 in Review

Integrated Quantitative Investments held its Univest Financial (UVSP) position steady in Q3 2026 at 64,630 shares worth $2.65M. The position accounts for 0.46% of the portfolio, ranked #31.

Integrated Quantitative Investments first reported a position in UVSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.83M in Q2 2026. 180 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Integrated Quantitative Investments held 64,630 shares of Univest Financial worth $2.65M as of Q3 2026.
  • Integrated Quantitative Investments left its Univest Financial share count unchanged in Q3 2026.
  • Univest Financial made up 0.46% of Integrated Quantitative Investments's portfolio in Q3 2026, its #31 holding.
  • Integrated Quantitative Investments first reported a position in Univest Financial in Q4 2025 and has held it in 4 quarters since.
  • Integrated Quantitative Investments's Univest Financial position peaked at $2.83M in Q2 2026.
  • 180 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Integrated Quantitative Investments's 13F filing for Q3 2026, filed 13 Nov 2026.