Millennium Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.4M | Buy |
186,686
+110,897
| +146% | +$3.75M | ﹤0.01% | 2667 |
|
|
2025
Q4 | $2.48M | Sell |
75,789
-95,068
| -56% | -$2.98M | ﹤0.01% | 3751 |
|
|
2025
Q3 | $5.13M | Buy |
170,857
+37,194
| +28% | +$1.14M | ﹤0.01% | 3129 |
|
|
2025
Q2 | $4.02M | Buy |
+133,663
| New | +$3.89M | ﹤0.01% | 3216 |
|
|
2025
Q1 | – | Sell |
-19,297
| Closed | -$569K | – | 6425 |
|
|
2024
Q4 | $569K | Sell |
19,297
-9,794
| -34% | -$291K | ﹤0.01% | 4644 |
|
|
2024
Q3 | $819K | Sell |
29,091
-25,616
| -47% | -$683K | ﹤0.01% | 4431 |
|
|
2024
Q2 | $1.25M | Buy |
54,707
+41,298
| +308% | +$873K | ﹤0.01% | 3937 |
|
|
2024
Q1 | $279K | Buy |
+13,409
| New | +$272K | ﹤0.01% | 5174 |
|
|
2023
Q4 | – | Sell |
-75,425
| Closed | -$1.31M | – | 6573 |
|
|
2023
Q3 | $1.31M | Buy |
75,425
+19,439
| +35% | +$358K | ﹤0.01% | 3964 |
|
|
2023
Q2 | $1.01M | Sell |
55,986
-210,079
| -79% | -$4.11M | ﹤0.01% | 4036 |
|
|
2023
Q1 | $6.32M | Buy |
266,065
+66,042
| +33% | +$1.75M | ﹤0.01% | 2391 |
|
|
2022
Q4 | $5.23M | Buy |
200,023
+115,243
| +136% | +$3.09M | ﹤0.01% | 2770 |
|
|
2022
Q3 | $1.99M | Buy |
84,780
+59,796
| +239% | +$1.51M | ﹤0.01% | 3744 |
|
|
2022
Q2 | $636K | Sell |
24,984
-38,661
| -61% | -$992K | ﹤0.01% | 4762 |
|
|
2022
Q1 | $1.7M | Buy |
+63,645
| New | +$1.87M | ﹤0.01% | 4033 |
|
|
2021
Q3 | – | Sell |
-20,503
| Closed | -$541K | – | 7276 |
|
|
2021
Q2 | $541K | Buy |
+20,503
| New | +$576K | ﹤0.01% | 5243 |
|
|
2021
Q1 | – | Sell |
-21,902
| Closed | -$451K | – | 6537 |
|
|
2020
Q4 | $451K | Buy |
+21,902
| New | +$393K | ﹤0.01% | 4275 |
|
|
2020
Q3 | – | Sell |
-47,507
| Closed | -$767K | – | 4842 |
|
|
2020
Q2 | $767K | Buy |
+47,507
| New | +$762K | ﹤0.01% | 3151 |
|
|
2020
Q1 | – | Sell |
-86,717
| Closed | -$2.32M | – | 4522 |
|
|
2019
Q4 | $2.32M | Buy |
86,717
+65,293
| +305% | +$1.69M | ﹤0.01% | 2518 |
|
|
2019
Q3 | $546K | Buy |
21,424
+6,335
| +42% | +$164K | ﹤0.01% | 3199 |
|
|
2019
Q2 | $396K | Buy |
+15,089
| New | +$379K | ﹤0.01% | 3381 |
|
|
2019
Q1 | – | Sell |
-75,726
| Closed | -$1.63M | – | 4353 |
|
|
2018
Q4 | $1.63M | Sell |
75,726
-511
| -0.7% | -$12.4K | ﹤0.01% | 2319 |
|
|
2018
Q3 | $2.02M | Buy |
+76,237
| New | +$2.12M | ﹤0.01% | 2428 |
|
|
2018
Q2 | – | Sell |
-77,056
| Closed | -$2.13M | – | 4192 |
|
|
2018
Q1 | $2.13M | Buy |
+77,056
| New | +$2.16M | ﹤0.01% | 2270 |
|
|
2017
Q2 | – | Sell |
-18,560
| Closed | -$481K | – | 3891 |
|
|
2017
Q1 | $481K | Buy |
18,560
+8,960
| +93% | +$251K | ﹤0.01% | 2837 |
|
|
2016
Q4 | $297K | Buy |
+9,600
| New | +$256K | ﹤0.01% | 2899 |
|
|
2016
Q2 | – | Sell |
-13,176
| Closed | -$257K | – | 3602 |
|
|
2016
Q1 | $257K | Sell |
13,176
-14,861
| -53% | -$288K | ﹤0.01% | 2851 |
|
|
2015
Q4 | $585K | Sell |
28,037
-19,829
| -41% | -$401K | ﹤0.01% | 2571 |
|
|
2015
Q3 | $920K | Buy |
47,866
+22,292
| +87% | +$439K | ﹤0.01% | 2329 |
|
|
2015
Q2 | $521K | Buy |
25,574
+1,777
| +7% | +$34.9K | ﹤0.01% | 2623 |
|
|
2015
Q1 | $471K | Buy |
23,797
+5,669
| +31% | +$109K | ﹤0.01% | 2790 |
|
|
2014
Q4 | $367K | Buy |
18,128
+7,283
| +67% | +$144K | ﹤0.01% | 3216 |
|
|
2014
Q3 | $203K | Buy |
+10,845
| New | +$211K | ﹤0.01% | 3421 |
|
|
2014
Q1 | – | Sell |
-11,621
| Closed | -$240K | – | 3909 |
|
|
2013
Q4 | $240K | Buy |
+11,621
| New | +$232K | ﹤0.01% | 3184 |
|
Other funds holding UVSP
VCM
Millennium Management's UVSP Position: Q1 2026 in Review
Millennium Management increased its Univest Financial (UVSP) stake by 146% in Q1 2026, buying an estimated $3.75M and bringing the position to 186,686 shares worth $6.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2667.
Millennium Management first reported a position in UVSP in Q4 2013 and has held it in 34 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Millennium Management held 186,686 shares of Univest Financial worth $6.4M as of Q1 2026.
- Millennium Management bought 110,897 Univest Financial shares in Q1 2026, an estimated $3.75M.
- Univest Financial made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2667 holding.
- Millennium Management first reported a position in Univest Financial in Q4 2013 and has held it in 34 quarters since.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.