MassMutual Private Wealth & Trust’s Universal Corp UVV Stock Holding History

MassMutual Private Wealth & Trust’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	-16	Closed	-$843	–	2500
2026 Q1	$843	Sell	16 -24	-60%	-$1.29K	﹤0.01%	2171
2025 Q4	$2.11K	Buy	40 +7	+21%	+$372	﹤0.01%	1980
2025 Q3	$1.84K	Sell	33 -5	-13%	-$276	﹤0.01%	2006
2025 Q2	$2.21K	Buy	+38	New	+$2.19K	﹤0.01%	1920
2024 Q4	–	Sell	-5	Closed	-$266	–	2365
2024 Q3	$266	Sell	5 -72	-94%	-$3.72K	﹤0.01%	2067
2024 Q2	$3.71K	Hold	77	–	–	﹤0.01%	1417
2024 Q1	$3.98K	Hold	77	–	–	﹤0.01%	1345
2023 Q4	$5.18K	Sell	77 -11	-13%	-$589	﹤0.01%	1232
2023 Q3	$4.15K	Buy	+88	New	+$4.25K	﹤0.01%	1310

Other funds holding UVV

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CSP

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 16 shares — an estimated $843 sold.

MassMutual Private Wealth & Trust first reported a position in UVV in Q3 2023 and held it in 9 quarters. The position peaked at $5.18K in Q4 2023. 61 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 16 Universal Corp shares in Q2 2026, an estimated $843.
MassMutual Private Wealth & Trust first reported a position in Universal Corp in Q3 2023 and held it in 9 quarters.
MassMutual Private Wealth & Trust's Universal Corp position peaked at $5.18K in Q4 2023.
61 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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