Leeward Investments’s Univest Financial UVSP Stock Holding History

Leeward Investments’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 Q1	$11.3M	Sell	328,464 -9,071	-3%	-$307K	0.56%	82
2025 Q4	$11.1M	Sell	337,535 -1,715	-0.5%	-$53.7K	0.56%	80
2025 Q3	$10.2M	Sell	339,250 -7,647	-2%	-$235K	0.52%	86
2025 Q2	$10.4M	Sell	346,897 -13,128	-4%	-$382K	0.55%	75
2025 Q1	$10.2M	Sell	360,025 -15,638	-4%	-$463K	0.54%	82
2024 Q4	$11.1M	Sell	375,663 -27,913	-7%	-$830K	0.55%	78
2024 Q3	$11.4M	Sell	403,576 -1,366	-0.3%	-$36.4K	0.53%	86
2024 Q2	$9.24M	Buy	404,942 +21,550	+6%	+$455K	0.42%	116
2024 Q1	$7.98M	Sell	383,392 -16,460	-4%	-$334K	0.35%	126
2023 Q4	$8.81M	Sell	399,852 -2,833	-0.7%	-$53.1K	0.41%	117
2023 Q3	$7M	Sell	402,685 -31,187	-7%	-$574K	0.36%	125
2023 Q2	$7.84M	Sell	433,872 -11,409	-3%	-$223K	0.37%	126
2023 Q1	$10.6M	Sell	445,281 -22,170	-5%	-$587K	0.48%	109
2022 Q4	$12.2M	Sell	467,451 -2,432	-0.5%	-$65.2K	0.54%	93
2022 Q3	$11M	Sell	469,883 -9,036	-2%	-$228K	0.53%	90
2022 Q2	$12.2M	Sell	478,919 -14,350	-3%	-$368K	0.56%	80
2022 Q1	$13.2M	Buy	+493,269	New	+$14.5M	0.52%	90

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Leeward Investments's UVSP Position: Q1 2026 in Review

Leeward Investments reduced its Univest Financial (UVSP) stake by 2.7% in Q1 2026, selling an estimated $307K and leaving 328,464 shares worth $11.3M. The position accounts for 0.56% of the portfolio, ranked #82.

Leeward Investments first reported a position in UVSP in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.2M in Q1 2022. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Leeward Investments held 328,464 shares of Univest Financial worth $11.3M as of Q1 2026.
Leeward Investments sold 9,071 Univest Financial shares in Q1 2026, an estimated $307K.
Univest Financial made up 0.56% of Leeward Investments's portfolio in Q1 2026, its #82 holding.
Leeward Investments first reported a position in Univest Financial in Q1 2022 and has held it in 17 quarters since.
Leeward Investments's Univest Financial position peaked at $13.2M in Q1 2022.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Leeward Investments's 13F filing for Q1 2026, filed 17 Apr 2026.