NewEdge Advisors’s Universal Corp UVV Stock Holding History

NewEdge 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
2026 Q1	–	Sell	-10,040	Closed	-$530K	–	4405
2025 Q4	$530K	Buy	+10,040	New	+$533K	﹤0.01%	1923
2024 Q1	–	Sell	-26	Closed	-$1.75K	–	3965
2023 Q4	$1.75K	Hold	26	–	–	﹤0.01%	3367
2023 Q3	$1.23K	Hold	26	–	–	﹤0.01%	3142
2023 Q2	$1.3K	Hold	26	–	–	﹤0.01%	3197
2023 Q1	$1.38K	Sell	26 -208	-89%	-$10.9K	﹤0.01%	3106
2022 Q4	$7.79K	Buy	+234	New	+$12.2K	﹤0.01%	2450
2017 Q3	–	Sell	-6,236	Closed	-$392K	–	1088
2017 Q2	$392K	Sell	6,236 -12,913	-67%	-$896K	0.07%	223
2017 Q1	$1.34M	Buy	19,149 +3,302	+21%	+$230K	0.31%	82
2016 Q4	$1.05M	Buy	+15,847	New	+$905K	0.29%	79

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors's UVV Position: Q1 2026 in Review

NewEdge Advisors sold out of Universal Corp (UVV) in Q1 2026, closing a stake of 10,040 shares — an estimated $530K sold.

NewEdge Advisors first reported a position in UVV in Q4 2016 and held it in 9 quarters. The position peaked at $1.34M in Q1 2017. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

NewEdge Advisors reported no remaining Universal Corp position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 10,040 Universal Corp shares in Q1 2026, an estimated $530K.
NewEdge Advisors first reported a position in Universal Corp in Q4 2016 and held it in 9 quarters.
NewEdge Advisors's Universal Corp position peaked at $1.34M in Q1 2017.
230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.