KIM
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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
-22
Closed -$1.26K – 970
2025
Q2 		$1.26K Buy
22
+11
+100% +$634 ﹤0.01% 916
2025
Q1 		$617 Buy
+11
New +$586 ﹤0.01% 854

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 22 shares — an estimated $1.26K sold.

Kestra Investment Management first reported a position in UVV in Q1 2025 and held it in 2 quarters. The position peaked at $1.26K in Q2 2025. 229 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 22 Universal Corp shares in Q3 2025, an estimated $1.26K.
  • 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 $1.26K in Q2 2025.
  • 229 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.