Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Univest Financial UVSP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-71
Closed -$2.1K – 3953
2024
Q4 		$2.1K Buy
+71
New +$2.11K ﹤0.01% 3166
2017
Q3 		– Sell
-3,269
Closed -$98K – 2274
2017
Q2 		$98K Buy
+3,269
New +$93.8K ﹤0.01% 890

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's UVSP Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Univest Financial (UVSP) in Q1 2025, closing a stake of 71 shares — an estimated $2.1K sold.

Northwestern Mutual Wealth Management first reported a position in UVSP in Q2 2017 and held it in 2 quarters. The position peaked at $98K in Q2 2017. 178 funds tracked by Wall St. Rank hold UVSP as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Univest Financial position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 71 Univest Financial shares in Q1 2025, an estimated $2.1K.
  • Northwestern Mutual Wealth Management first reported a position in Univest Financial in Q2 2017 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Univest Financial position peaked at $98K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Univest Financial as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.