Meriwether Wealth & Planning’s Univest Financial UVSP Stock Holding History

Meriwether Wealth & Planning’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 Q3	$1.02K	Buy	+25	New	+$1.07K	﹤0.01%	720

Other funds holding UVSP

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Meriwether Wealth & Planning's UVSP Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Univest Financial (UVSP) in Q3 2026: 25 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

51 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Meriwether Wealth & Planning held 25 shares of Univest Financial worth $1.02K as of Q3 2026.
Univest Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Univest Financial made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #720 holding.
51 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.