Michael Gelband’s Univest Financial UVSP Stock Holding History

Michael Gelband’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	–	Sell	-24,362	Closed	-$835K	–	2102
2026 Q1	$835K	Buy	+24,362	New	+$824K	0.01%	1044
2025 Q2	–	Sell	-35,089	Closed	-$995K	–	1997
2025 Q1	$995K	Buy	35,089 +15,456	+79%	+$457K	0.01%	922
2024 Q4	$579K	Buy	+19,633	New	+$584K	﹤0.01%	1112
2021 Q3	–	Sell	-15,016	Closed	-$396K	–	2663
2021 Q2	$396K	Buy	+15,016	New	+$422K	﹤0.01%	1574
2020 Q4	–	Sell	-21,459	Closed	-$308K	–	2397
2020 Q3	$308K	Buy	+21,459	New	+$334K	0.01%	1267

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Michael Gelband's UVSP Position: Q2 2026 in Review

Michael Gelband sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 24,362 shares — an estimated $835K sold.

Michael Gelband first reported a position in UVSP in Q3 2020 and held it in 5 quarters. The position peaked at $995K in Q1 2025. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Michael Gelband reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
Michael Gelband sold 24,362 Univest Financial shares in Q2 2026, an estimated $835K.
Michael Gelband first reported a position in Univest Financial in Q3 2020 and held it in 5 quarters.
Michael Gelband's Univest Financial position peaked at $995K in Q1 2025.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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