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
Q2 		$957K Sell
21,878
-5,028
-19% -$197K ﹤0.01% 4459
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LPL Financial's UVSP Position: Q2 2026 in Review

LPL Financial reduced its Univest Financial (UVSP) stake by 19% in Q2 2026, selling an estimated $197K and leaving 21,878 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #4459.

LPL Financial first reported a position in UVSP in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.02M in Q4 2025. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • LPL Financial held 21,878 shares of Univest Financial worth $957K as of Q2 2026.
  • LPL Financial sold 5,028 Univest Financial shares in Q2 2026, an estimated $197K.
  • Univest Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4459 holding.
  • LPL Financial first reported a position in Univest Financial in Q3 2017 and has held it in 22 quarters since.
  • LPL Financial's Univest Financial position peaked at $1.02M in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.