MassMutual Private Wealth & Trust’s Univest Financial UVSP Stock Holding History

MassMutual Private Wealth & Trust’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	$8.44K	Sell	193 -1	-0.5%	-$39	﹤0.01%	1473
2026 Q1	$6.65K	Hold	194	–	–	﹤0.01%	1541
2025 Q4	$6.35K	Hold	194	–	–	﹤0.01%	1577
2025 Q3	$5.82K	Hold	194	–	–	﹤0.01%	1607
2025 Q2	$5.83K	Sell	194 -14	-7%	-$408	﹤0.01%	1574
2025 Q1	$5.9K	Buy	208 +27	+15%	+$799	﹤0.01%	1525
2024 Q4	$5.34K	Buy	+181	New	+$5.38K	﹤0.01%	1511

Other funds holding UVSP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's UVSP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Univest Financial (UVSP) stake by 0.52% in Q2 2026, selling an estimated $39 and leaving 193 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

MassMutual Private Wealth & Trust first reported a position in UVSP in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

MassMutual Private Wealth & Trust held 193 shares of Univest Financial worth $8.44K as of Q2 2026.
MassMutual Private Wealth & Trust sold 1 Univest Financial share in Q2 2026, an estimated $39.
Univest Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1473 holding.
MassMutual Private Wealth & Trust first reported a position in Univest Financial in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.