Moisand Fitzgerald Tamayo’s Universal Insurance Holdings UVE Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.99K	Buy	+166	New	+$7.09K	﹤0.01%	443

Other funds holding UVE

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UVE Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo opened a new position in Universal Insurance Holdings (UVE) in Q3 2026: 166 shares worth $6.99K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

9 funds tracked by Wall St. Rank hold UVE as of Q3 2026.

Moisand Fitzgerald Tamayo held 166 shares of Universal Insurance Holdings worth $6.99K as of Q3 2026.
Universal Insurance Holdings was a new Moisand Fitzgerald Tamayo position in Q3 2026.
Universal Insurance Holdings made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #443 holding.
9 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.