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MAI Capital Management’s Universal Corp UVV Stock Holding History

MAI Capital Management’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-207
Closed -$10.9K – 4606
2026
Q1 		$10.9K Buy
+207
New +$11.1K ﹤0.01% 3131
2025
Q3 		– Sell
-19
Closed -$1.11K – 4131
2025
Q2 		$1.11K Buy
+19
New +$1.09K ﹤0.01% 3594

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MAI Capital Management's UVV Position: Q2 2026 in Review

MAI Capital Management sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 207 shares — an estimated $10.9K sold.

MAI Capital Management first reported a position in UVV in Q2 2025 and held it in 2 quarters. The position peaked at $10.9K in Q1 2026. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • MAI Capital Management reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 207 Universal Corp shares in Q2 2026, an estimated $10.9K.
  • MAI Capital Management first reported a position in Universal Corp in Q2 2025 and held it in 2 quarters.
  • MAI Capital Management's Universal Corp position peaked at $10.9K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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