Kestra Investment Management
UVV icon

Kestra Investment Management’s Universal Corp UVV Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-11
Closed -$641 – 736
2025
Q2 		$641 Hold
11
– – ﹤0.01% 691
2025
Q1 		$617 Buy
+11
New +$586 ﹤0.01% 854

Other funds holding UVV

BlackRock
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's UVV Position: Q3 2025 in Review

Kestra Investment Management sold out of Universal Corp (UVV) in Q3 2025, closing a stake of 11 shares — an estimated $641 sold.

Kestra Investment Management first reported a position in UVV in Q1 2025 and held it in 2 quarters. The position peaked at $641 in Q2 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q3 2025.

  • Kestra Investment Management reported no remaining Universal Corp position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 11 Universal Corp shares in Q3 2025, an estimated $641.
  • Kestra Investment Management first reported a position in Universal Corp in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Universal Corp position peaked at $641 in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.