Lazard Asset Management’s Univest Financial UVSP Stock Holding History

Lazard Asset Management’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	$322K	Buy	+7,354	New	+$288K	﹤0.01%	1542
2023 Q4	–	Sell	-1,201	Closed	-$20K	–	2482
2023 Q3	$20K	Hold	1,201	–	–	﹤0.01%	2102
2023 Q2	$21K	Hold	1,201	–	–	﹤0.01%	2091
2023 Q1	$28K	Buy	+1,201	New	+$31.8K	﹤0.01%	1971
2022 Q1	–	Sell	-917	Closed	-$27K	–	2540
2021 Q4	$27K	Hold	917	–	–	﹤0.01%	1976
2021 Q3	$25K	Buy	+917	New	+$24.6K	﹤0.01%	1977
2020 Q1	–	Sell	-694	Closed	-$18K	–	1766
2019 Q4	$18K	Buy	694 +641	+1,209%	+$16.6K	﹤0.01%	1262
2019 Q3	$1K	Buy	+53	New	+$1.37K	﹤0.01%	1445

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

Lazard Asset Management's UVSP Position: Q2 2026 in Review

Lazard Asset Management opened a new position in Univest Financial (UVSP) in Q2 2026: 7,354 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1542 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in UVSP as recently as Q3 2023.

Lazard Asset Management first reported a position in UVSP in Q3 2019 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Lazard Asset Management held 7,354 shares of Univest Financial worth $322K as of Q2 2026.
Univest Financial was a new Lazard Asset Management position in Q2 2026.
Univest Financial made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1542 holding.
Lazard Asset Management first reported a position in Univest Financial in Q3 2019 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.