NewSquare Capital’s Universal Corp UVV Stock Holding History

NewSquare Capital’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	-3	Closed	-$175	–	1183
2025 Q2	$175	Buy	+3	New	+$173	﹤0.01%	1250

Other funds holding UVV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's UVV Position: Q3 2025 in Review

NewSquare Capital sold out of Universal Corp (UVV) in Q3 2025, closing a stake of 3 shares — an estimated $175 sold.

NewSquare Capital first reported a position in UVV in Q2 2025 and held it in 1 quarter. The position peaked at $175 in Q2 2025. 229 funds tracked by Wall St. Rank hold UVV as of Q3 2025.

NewSquare Capital reported no remaining Universal Corp position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 3 Universal Corp shares in Q3 2025, an estimated $175.
NewSquare Capital first reported a position in Universal Corp in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Universal Corp position peaked at $175 in Q2 2025.
229 funds tracked by Wall St. Rank held Universal Corp as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.