Mowery & Schoenfeld Wealth Management’s Universal Corp UVV Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2026 Q2	$626	Hold	12	–	–	﹤0.01%	349
2026 Q1	$633	Hold	12	–	–	﹤0.01%	340
2025 Q4	$633	Hold	12	–	–	﹤0.01%	468
2025 Q3	$671	Hold	12	–	–	﹤0.01%	374
2025 Q2	$699	Hold	12	–	–	﹤0.01%	371
2025 Q1	$673	Hold	12	–	–	﹤0.01%	428
2024 Q4	$659	Hold	12	–	–	﹤0.01%	463
2024 Q3	$638	Hold	12	–	–	﹤0.01%	224
2024 Q2	$579	Hold	12	–	–	﹤0.01%	200
2024 Q1	$621	Hold	12	–	–	﹤0.01%	146
2023 Q4	$808	Buy	+12	New	+$643	﹤0.01%	151

Other funds holding UVV

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's UVV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Universal Corp (UVV) position steady in Q2 2026 at 12 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Mowery & Schoenfeld Wealth Management first reported a position in UVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $808 in Q4 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 12 shares of Universal Corp worth $626 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Universal Corp share count unchanged in Q2 2026.
Universal Corp made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #349 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Universal Corp in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Universal Corp position peaked at $808 in Q4 2023.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.