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Navellier & Associates’s Universal Corp UVV Stock Holding History

Navellier & Associates’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 		$527K Sell
10,104
-48,914
-83% -$2.61M 0.04% 241
2026
Q1 		$3.11M Sell
59,018
-2,678
-4% -$144K 0.32% 74
2025
Q4 		$3.25M Sell
61,696
-8,006
-11% -$425K 0.36% 66
2025
Q3 		$3.89M Buy
69,702
+2,841
+4% +$157K 0.4% 70
2025
Q2 		$3.89M Buy
66,861
+54
+0.1% +$3.11K 0.48% 57
2025
Q1 		$3.92M Sell
66,807
-7,271
-10% -$388K 0.54% 50
2024
Q4 		$4.06M Buy
74,078
+5,376
+8% +$288K 0.49% 51
2024
Q3 		$3.65M Sell
68,702
-5,165
-7% -$267K 0.49% 52
2024
Q2 		$3.56M Sell
73,867
-906
-1% -$45.2K 0.42% 57
2024
Q1 		$3.87M Sell
74,773
-5,260
-7% -$286K 0.48% 53
2023
Q4 		$5.39M Buy
80,033
+50
+0.1% +$2.68K 0.81% 30
2023
Q3 		$3.78M Sell
79,983
-6,035
-7% -$291K 0.65% 43
2023
Q2 		$4.3M Sell
86,018
-1,045
-1% -$54.9K 0.84% 33
2023
Q1 		$4.6M Sell
87,063
-367
-0.4% -$19.3K 0.97% 23
2022
Q4 		$4.62M Buy
87,430
+7,417
+9% +$386K 0.94% 28
2022
Q3 		$3.68M Sell
80,013
-242
-0.3% -$12.7K 0.82% 35
2022
Q2 		$4.86M Buy
80,255
+4,520
+6% +$270K 1.04% 25
2022
Q1 		$4.4M Buy
75,735
+2,841
+4% +$156K 0.75% 43
2021
Q4 		$4M Sell
72,894
-2,817
-4% -$140K 0.58% 61
2021
Q3 		$3.66M Sell
75,711
-728
-1% -$36.9K 0.55% 61
2021
Q2 		$4.36M Buy
76,439
+3,671
+5% +$212K 0.66% 52
2021
Q1 		$4.29M Buy
72,768
+448
+0.6% +$23.5K 0.77% 42
2020
Q4 		$3.52M Sell
72,320
-5,197
-7% -$234K 0.64% 58
2020
Q3 		$3.25M Sell
77,517
-5,470
-7% -$234K 0.71% 45
2020
Q2 		$3.53M Buy
+82,987
New +$3.65M 0.84% 36

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Navellier & Associates's UVV Position: Q2 2026 in Review

Navellier & Associates reduced its Universal Corp (UVV) stake by 83% in Q2 2026, selling an estimated $2.61M and leaving 10,104 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #241.

Navellier & Associates first reported a position in UVV in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.39M in Q4 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Navellier & Associates held 10,104 shares of Universal Corp worth $527K as of Q2 2026.
  • Navellier & Associates sold 48,914 Universal Corp shares in Q2 2026, an estimated $2.61M.
  • Universal Corp made up 0.04% of Navellier & Associates's portfolio in Q2 2026, its #241 holding.
  • Navellier & Associates first reported a position in Universal Corp in Q2 2020 and has held it in 25 quarters since.
  • Navellier & Associates's Universal Corp position peaked at $5.39M in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.