IVC Wealth Advisors’s Univest Financial UVSP Stock Holding History

IVC Wealth Advisors’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	$960K	Hold	21,937	–	–	0.37%	52
2026 Q1	$752K	Sell	21,937 -490	-2%	-$16.6K	0.33%	57
2025 Q4	$734K	Sell	22,427 -17,680	-44%	-$554K	0.32%	61
2025 Q3	$1.2M	Hold	40,107	–	–	0.54%	33
2025 Q2	$1.2M	Hold	40,107	–	–	0.59%	36
2025 Q1	$1.14M	Hold	40,107	–	–	0.61%	37
2024 Q4	$1.18M	Hold	40,107	–	–	0.66%	34
2024 Q3	$1.13M	Hold	40,107	–	–	0.62%	37
2024 Q2	$916K	Sell	40,107 -236	-0.6%	-$4.99K	0.51%	49
2024 Q1	$840K	Sell	40,343 -394	-1%	-$8.01K	0.48%	55
2023 Q4	$897K	Sell	40,737 -250	-0.6%	-$4.68K	0.56%	47
2023 Q3	$712K	Hold	40,987	–	–	0.48%	55
2023 Q2	$741K	Buy	40,987 +250	+0.6%	+$4.9K	0.47%	62
2023 Q1	$967K	Buy	40,737 +100	+0.2%	+$2.65K	0.69%	35
2022 Q4	$1.06M	Buy	40,637 +2,986	+8%	+$80.1K	0.78%	30
2022 Q3	$884K	Buy	37,651 +175	+0.5%	+$4.42K	0.71%	36
2022 Q2	$953K	Sell	37,476 -3,136	-8%	-$80.4K	0.74%	37
2022 Q1	$1.09M	Hold	40,612	–	–	0.71%	32
2021 Q4	$1.22M	Sell	40,612 -4,000	-9%	-$116K	0.78%	31
2021 Q3	$1.22M	Sell	44,612 -930	-2%	-$25K	0.84%	30
2021 Q2	$1.2M	Hold	45,542	–	–	0.84%	33
2021 Q1	$1.3M	Sell	45,542 -1,955	-4%	-$49.6K	1.03%	22
2020 Q4	$977K	Buy	+47,497	New	+$852K	0.93%	28

Other funds holding UVSP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IVC Wealth Advisors's UVSP Position: Q2 2026 in Review

IVC Wealth Advisors held its Univest Financial (UVSP) position steady in Q2 2026 at 21,937 shares worth $960K. The position accounts for 0.37% of the portfolio, ranked #52.

IVC Wealth Advisors first reported a position in UVSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q1 2021. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

IVC Wealth Advisors held 21,937 shares of Univest Financial worth $960K as of Q2 2026.
IVC Wealth Advisors left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up 0.37% of IVC Wealth Advisors's portfolio in Q2 2026, its #52 holding.
IVC Wealth Advisors first reported a position in Univest Financial in Q4 2020 and has held it in 23 quarters since.
IVC Wealth Advisors's Univest Financial position peaked at $1.3M in Q1 2021.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.