MCM
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MAI Capital Management’s Univest Financial UVSP Stock Holding History

MAI Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10K Buy
334
+299
+854% +$8.98K ﹤0.01% 2560
2025
Q1 		$993 Buy
35
+15
+75% +$426 ﹤0.01% 2960
2024
Q4 		$591 Buy
+20
New +$591 ﹤0.01% 3112