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Mount Yale Investment Advisors’s Universal Corp UVV Stock Holding History

Mount Yale Investment Advisors’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-758
Closed -$44.1K – 1555
2025
Q2 		$44.1K Buy
+758
New +$43.7K ﹤0.01% 851

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's UVV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Universal Corp (UVV) in Q3 2025, closing a stake of 758 shares — an estimated $44.1K sold.

Mount Yale Investment Advisors first reported a position in UVV in Q2 2025 and held it in 1 quarter. The position peaked at $44.1K in Q2 2025. 229 funds tracked by Wall St. Rank hold UVV as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Universal Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 758 Universal Corp shares in Q3 2025, an estimated $44.1K.
  • Mount Yale Investment Advisors first reported a position in Universal Corp in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Universal Corp position peaked at $44.1K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Universal Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.