IWA
UVSP icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return