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Integrated Wealth Concepts’s Universal Corp UVV Stock Holding History

Integrated Wealth Concepts’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.9K Buy
+182
New +$9.69K ﹤0.01% 3463

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Universal Corp (UVV) in Q2 2026: 182 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #3463 among its holdings.

232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Integrated Wealth Concepts held 182 shares of Universal Corp worth $44.9K as of Q2 2026.
  • Universal Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Universal Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3463 holding.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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