Invesco’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Sell |
36,915
-2,049
| -5% | -$69.3K | ﹤0.01% | 2759 |
|
|
2025
Q4 | $1.28M | Sell |
38,964
-12,650
| -25% | -$396K | ﹤0.01% | 2805 |
|
|
2025
Q3 | $1.55M | Sell |
51,614
-12,299
| -19% | -$378K | ﹤0.01% | 2731 |
|
|
2025
Q2 | $1.92M | Sell |
63,913
-15,352
| -19% | -$447K | ﹤0.01% | 2588 |
|
|
2025
Q1 | $2.25M | Sell |
79,265
-6,636
| -8% | -$196K | ﹤0.01% | 2500 |
|
|
2024
Q4 | $2.53M | Buy |
85,901
+3,272
| +4% | +$97.3K | ﹤0.01% | 2522 |
|
|
2024
Q3 | $2.33M | Sell |
82,629
-19,386
| -19% | -$517K | ﹤0.01% | 2552 |
|
|
2024
Q2 | $2.33M | Sell |
102,015
-4,432
| -4% | -$93.7K | ﹤0.01% | 2527 |
|
|
2024
Q1 | $2.22M | Buy |
106,447
+51,463
| +94% | +$1.05M | ﹤0.01% | 2618 |
|
|
2023
Q4 | $1.21M | Buy |
54,984
+3,005
| +6% | +$56.3K | ﹤0.01% | 2806 |
|
|
2023
Q3 | $903K | Buy |
51,979
+336
| +0.7% | +$6.18K | ﹤0.01% | 2911 |
|
|
2023
Q2 | $934K | Sell |
51,643
-5,441
| -10% | -$107K | ﹤0.01% | 2932 |
|
|
2023
Q1 | $1.36M | Sell |
57,084
-3,518
| -6% | -$93.1K | ﹤0.01% | 2785 |
|
|
2022
Q4 | $1.58M | Buy |
60,602
+12,571
| +26% | +$337K | ﹤0.01% | 2731 |
|
|
2022
Q3 | $1.13M | Sell |
48,031
-5,784
| -11% | -$146K | ﹤0.01% | 2879 |
|
|
2022
Q2 | $1.37M | Buy |
53,815
+11,032
| +26% | +$283K | ﹤0.01% | 2864 |
|
|
2022
Q1 | $1.15M | Sell |
42,783
-726
| -2% | -$21.3K | ﹤0.01% | 3016 |
|
|
2021
Q4 | $1.3M | Sell |
43,509
-4,462
| -9% | -$130K | ﹤0.01% | 2959 |
|
|
2021
Q3 | $1.31M | Buy |
47,971
+3,778
| +9% | +$101K | ﹤0.01% | 2994 |
|
|
2021
Q2 | $1.17M | Buy |
44,193
+4,908
| +12% | +$138K | ﹤0.01% | 3079 |
|
|
2021
Q1 | $1.12M | Sell |
39,285
-6,761
| -15% | -$171K | ﹤0.01% | 3010 |
|
|
2020
Q4 | $947K | Buy |
46,046
+3,217
| +8% | +$57.7K | ﹤0.01% | 2952 |
|
|
2020
Q3 | $615K | Sell |
42,829
-997
| -2% | -$15.5K | ﹤0.01% | 3049 |
|
|
2020
Q2 | $708K | Sell |
43,826
-2,322
| -5% | -$37.2K | ﹤0.01% | 2978 |
|
|
2020
Q1 | $753K | Buy |
46,148
+1,496
| +3% | +$34.2K | ﹤0.01% | 2864 |
|
|
2019
Q4 | $1.2M | Buy |
44,652
+499
| +1% | +$12.9K | ﹤0.01% | 2908 |
|
|
2019
Q3 | $1.13M | Sell |
44,153
-1,402
| -3% | -$36.3K | ﹤0.01% | 2934 |
|
|
2019
Q2 | $1.2M | Sell |
45,555
-9,874
| -18% | -$248K | ﹤0.01% | 2969 |
|
|
2019
Q1 | $1.36M | Buy |
55,429
+9,152
| +20% | +$223K | ﹤0.01% | 2845 |
|
|
2018
Q4 | $998K | Buy |
46,277
+7,282
| +19% | +$177K | ﹤0.01% | 2977 |
|
|
2018
Q3 | $1.03M | Buy |
38,995
+173
| +0.4% | +$4.81K | ﹤0.01% | 3129 |
|
|
2018
Q2 | $1.07M | Buy |
38,822
+8,900
| +30% | +$255K | ﹤0.01% | 3102 |
|
|
2018
Q1 | $829K | Buy |
29,922
+4,195
| +16% | +$118K | ﹤0.01% | 3108 |
|
|
2017
Q4 | $722K | Sell |
25,727
-1,149
| -4% | -$34K | ﹤0.01% | 3157 |
|
|
2017
Q3 | $860K | Buy |
26,876
+766
| +3% | +$22.9K | ﹤0.01% | 3090 |
|
|
2017
Q2 | $782K | Sell |
26,110
-11,516
| -31% | -$330K | ﹤0.01% | 3151 |
|
|
2017
Q1 | $975K | Sell |
37,626
-775
| -2% | -$21.7K | ﹤0.01% | 3044 |
|
|
2016
Q4 | $1.19M | Buy |
38,401
+3,765
| +11% | +$100K | ﹤0.01% | 2910 |
|
|
2016
Q3 | $809K | Buy |
34,636
+3,086
| +10% | +$68.8K | ﹤0.01% | 3056 |
|
|
2016
Q2 | $663K | Buy |
31,550
+8,117
| +35% | +$161K | ﹤0.01% | 3106 |
|
|
2016
Q1 | $457K | Sell |
23,433
-4,190
| -15% | -$81.2K | ﹤0.01% | 3287 |
|
|
2015
Q4 | $576K | Buy |
27,623
+3,740
| +16% | +$75.6K | ﹤0.01% | 3207 |
|
|
2015
Q3 | $459K | Buy |
23,883
+1,719
| +8% | +$33.8K | ﹤0.01% | 3280 |
|
|
2015
Q2 | $451K | Sell |
22,164
-1,103
| -5% | -$21.6K | ﹤0.01% | 3433 |
|
|
2015
Q1 | $460K | Sell |
23,267
-2,967
| -11% | -$57.1K | ﹤0.01% | 3375 |
|
|
2014
Q4 | $531K | Buy |
26,234
+1,300
| +5% | +$25.8K | ﹤0.01% | 3289 |
|
|
2014
Q3 | $468K | Buy |
24,934
+865
| +4% | +$16.8K | ﹤0.01% | 3357 |
|
|
2014
Q2 | $498K | Buy |
24,069
+273
| +1% | +$5.45K | ﹤0.01% | 3364 |
|
|
2014
Q1 | $488K | Buy |
23,796
+3,040
| +15% | +$59.1K | ﹤0.01% | 3413 |
|
|
2013
Q4 | $429K | Buy |
20,756
+1,518
| +8% | +$30.3K | ﹤0.01% | 3526 |
|
|
2013
Q3 | $363K | Buy |
19,238
+2,613
| +16% | +$51.7K | ﹤0.01% | 3533 |
|
|
2013
Q2 | $317K | Buy |
+16,625
| New | +$295K | ﹤0.01% | 3482 |
|
Other funds holding UVSP
VCM
Invesco's UVSP Position: Q1 2026 in Review
Invesco reduced its Univest Financial (UVSP) stake by 5.3% in Q1 2026, selling an estimated $69.3K and leaving 36,915 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2759.
Invesco first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.53M in Q4 2024. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Invesco held 36,915 shares of Univest Financial worth $1.26M as of Q1 2026.
- Invesco sold 2,049 Univest Financial shares in Q1 2026, an estimated $69.3K.
- Univest Financial made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2759 holding.
- Invesco first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
- Invesco's Univest Financial position peaked at $2.53M in Q4 2024.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.