LPL Financial
UVSP icon

LPL Financial’s Univest Financial UVSP Stock Holding History

LPL Financial’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 		$922K Sell
26,906
-4,117
-13% -$139K ﹤0.01% 4257
2025
Q4 		$1.02M Buy
31,023
+3,547
+13% +$111K ﹤0.01% 4058
2025
Q3 		$825K Buy
27,476
+11,894
+76% +$365K ﹤0.01% 4180
2025
Q2 		$468K Sell
15,582
-2,081
-12% -$60.6K ﹤0.01% 4437
2025
Q1 		$501K Sell
17,663
-10,360
-37% -$307K ﹤0.01% 4173
2024
Q4 		$827K Sell
28,023
-2,066
-7% -$61.4K ﹤0.01% 3658
2024
Q3 		$847K Sell
30,089
-311
-1% -$8.29K ﹤0.01% 3544
2024
Q2 		$694K Sell
30,400
-2,765
-8% -$58.4K ﹤0.01% 3578
2024
Q1 		$690K Buy
33,165
+119
+0.4% +$2.42K ﹤0.01% 3499
2023
Q4 		$728K Buy
33,046
+999
+3% +$18.7K ﹤0.01% 3341
2023
Q3 		$557K Buy
32,047
+429
+1% +$7.9K ﹤0.01% 3394
2023
Q2 		$572K Buy
31,618
+73
+0.2% +$1.43K ﹤0.01% 3325
2023
Q1 		$749K Sell
31,545
-1,135
-3% -$30K ﹤0.01% 2992
2022
Q4 		$854K Buy
32,680
+15,610
+91% +$419K ﹤0.01% 2763
2022
Q3 		$401K Buy
17,070
+14
+0.1% +$354 ﹤0.01% 3348
2022
Q2 		$434K Buy
17,056
+2,212
+15% +$56.7K ﹤0.01% 3328
2022
Q1 		$397K Hold
14,844
– – ﹤0.01% 3366
2021
Q4 		$444K Buy
14,844
+7,368
+99% +$214K ﹤0.01% 3382
2021
Q3 		$205K Buy
+7,476
New +$201K ﹤0.01% 3968
2018
Q1 		– Sell
-16,961
Closed -$476K – 3255
2017
Q4 		$476K Sell
16,961
-2,000
-11% -$59.2K ﹤0.01% 2101
2017
Q3 		$607K Buy
+18,961
New +$566K ﹤0.01% 1800

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's UVSP Position: Q1 2026 in Review

LPL Financial reduced its Univest Financial (UVSP) stake by 13% in Q1 2026, selling an estimated $139K and leaving 26,906 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #4257.

LPL Financial first reported a position in UVSP in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.02M in Q4 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • LPL Financial held 26,906 shares of Univest Financial worth $922K as of Q1 2026.
  • LPL Financial sold 4,117 Univest Financial shares in Q1 2026, an estimated $139K.
  • Univest Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4257 holding.
  • LPL Financial first reported a position in Univest Financial in Q3 2017 and has held it in 21 quarters since.
  • LPL Financial's Univest Financial position peaked at $1.02M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.