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Meeder Asset Management’s Univest Financial UVSP Stock Holding History

Meeder Asset Management’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
2025
Q3 		– Sell
-1,091
Closed -$32.8K – 953
2025
Q2 		$32.8K Buy
+1,091
New +$31.8K ﹤0.01% 439
2022
Q4 		– Sell
-49
Closed -$1K – 1958
2022
Q3 		$1K Buy
+49
New +$1.24K ﹤0.01% 2031
2022
Q1 		– Sell
-1
Closed – – 2525
2021
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 2301
2020
Q2 		– Sell
-2,811
Closed -$46K – 2486
2020
Q1 		$46K Sell
2,811
-9,400
-77% -$215K ﹤0.01% 944
2019
Q4 		$328K Buy
12,211
+3,393
+38% +$87.8K 0.02% 475
2019
Q3 		$225K Buy
8,818
+5,869
+199% +$152K 0.02% 576
2019
Q2 		$77K Buy
+2,949
New +$74K 0.01% 830
2018
Q1 		– Sell
-1,831
Closed -$51K – 1756
2017
Q4 		$51K Buy
1,831
+877
+92% +$25.9K ﹤0.01% 692
2017
Q3 		$31K Buy
+954
New +$28.5K ﹤0.01% 784
2017
Q2 		– Sell
-96
Closed -$2K – 1889
2017
Q1 		$2K Buy
+96
New +$2.69K ﹤0.01% 1410

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Meeder Asset Management's UVSP Position: Q3 2025 in Review

Meeder Asset Management sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 1,091 shares — an estimated $32.8K sold.

Meeder Asset Management first reported a position in UVSP in Q1 2017 and held it in 10 quarters. The position peaked at $328K in Q4 2019. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Meeder Asset Management reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
  • Meeder Asset Management sold 1,091 Univest Financial shares in Q3 2025, an estimated $32.8K.
  • Meeder Asset Management first reported a position in Univest Financial in Q1 2017 and held it in 10 quarters.
  • Meeder Asset Management's Univest Financial position peaked at $328K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Meeder Asset Management's 13F filing for Q3 2025, filed 24 Oct 2025.