Integrated Wealth Concepts’s Universal Insurance Holdings UVE Stock Holding History

Integrated Wealth Concepts’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.07K	Buy	+171	New	+$6.44K	﹤0.01%	4780

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's UVE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Universal Insurance Holdings (UVE) in Q2 2026: 171 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #4780 among its holdings.

221 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Integrated Wealth Concepts held 171 shares of Universal Insurance Holdings worth $7.07K as of Q2 2026.
Universal Insurance Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Universal Insurance Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4780 holding.
221 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.