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International Assets Investment Management’s Univest Financial UVSP Stock Holding History

International Assets Investment Management’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
Q2 		$2.35K Hold
52
– – ﹤0.01% 2108
2026
Q1 		$1.81K Hold
52
– – ﹤0.01% 1991
2025
Q4 		$1.7K Buy
+52
New +$1.63K ﹤0.01% 1969
2024
Q4 		– Sell
-1,463
Closed -$52 – 1894
2024
Q3 		$52 Buy
1,463
+1,411
+2,713% +$37.6K ﹤0.01% 1710
2024
Q2 		$1.19K Buy
+52
New +$1.1K ﹤0.01% 2078
2023
Q2 		– Sell
-52
Closed -$1.23K – 1069
2023
Q1 		$1.23K Buy
+52
New +$1.38K ﹤0.01% 1032

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

International Assets Investment Management's UVSP Position: Q2 2026 in Review

International Assets Investment Management held its Univest Financial (UVSP) position steady in Q2 2026 at 52 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

International Assets Investment Management first reported a position in UVSP in Q1 2023 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • International Assets Investment Management held 52 shares of Univest Financial worth $2.35K as of Q2 2026.
  • International Assets Investment Management left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2108 holding.
  • International Assets Investment Management first reported a position in Univest Financial in Q1 2023 and has held it in 6 quarters since.
  • 133 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.