Larson Financial Group’s Universal Corp UVV Stock Holding History

Larson Financial Group’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
2026 Q2	$84.5K	Buy	1,620 +13	+0.8%	+$692	﹤0.01%	1264
2026 Q1	$84.7K	Sell	1,607 -2,491	-61%	-$134K	﹤0.01%	1076
2025 Q4	$216K	Buy	4,098 +3,942	+2,527%	+$209K	0.01%	678
2025 Q3	$8.72K	Buy	156 +137	+721%	+$7.58K	﹤0.01%	2089
2025 Q2	$1.11K	Buy	19 +6	+46%	+$346	﹤0.01%	2620
2025 Q1	$729	Sell	13 -55	-81%	-$2.93K	﹤0.01%	2472
2024 Q4	$3.73K	Buy	+68	New	+$3.65K	﹤0.01%	1732

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Larson Financial Group's UVV Position: Q2 2026 in Review

Larson Financial Group increased its Universal Corp (UVV) stake by 0.81% in Q2 2026, buying an estimated $692 and bringing the position to 1,620 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Larson Financial Group first reported a position in UVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $216K in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Larson Financial Group held 1,620 shares of Universal Corp worth $84.5K as of Q2 2026.
Larson Financial Group bought 13 Universal Corp shares in Q2 2026, an estimated $692.
Universal Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1264 holding.
Larson Financial Group first reported a position in Universal Corp in Q4 2024 and has held it in 7 quarters since.
Larson Financial Group's Universal Corp position peaked at $216K in Q4 2025.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.