Northwestern Mutual Wealth Management’s Universal Corp UVV Stock Holding History

Northwestern Mutual 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
2025 Q1	–	Sell	-50	Closed	-$2.74K	–	3952
2024 Q4	$2.74K	Buy	50 +5	+11%	+$268	﹤0.01%	3102
2024 Q3	$2.39K	Sell	45 -355	-89%	-$18.3K	﹤0.01%	3083
2024 Q2	$19.3K	Buy	+400	New	+$20K	﹤0.01%	2402
2023 Q2	–	Sell	-800	Closed	-$42.3K	–	3623
2023 Q1	$42.3K	Hold	800	–	–	﹤0.01%	1999
2022 Q4	$42.2K	Hold	800	–	–	﹤0.01%	1969
2022 Q3	$37K	Buy	+800	New	+$41.9K	﹤0.01%	2006
2022 Q1	–	Sell	-235	Closed	-$13K	–	3415
2021 Q4	$13K	Buy	+235	New	+$11.7K	﹤0.01%	2483
2020 Q2	–	Sell	-19	Closed	-$1K	–	2702
2020 Q1	$1K	Buy	+19	New	+$948	﹤0.01%	2472
2018 Q2	–	Sell	-100	Closed	-$5K	–	2495
2018 Q1	$5K	Buy	+100	New	+$4.96K	﹤0.01%	1922
2017 Q1	–	Sell	-185	Closed	-$12K	–	2417
2016 Q4	$12K	Buy	+185	New	+$10.6K	﹤0.01%	1553
2016 Q3	–	Sell	-185	Closed	-$11K	–	1462
2016 Q2	$11K	Hold	185	–	–	﹤0.01%	1347
2016 Q1	$11K	Buy	+185	New	+$10K	﹤0.01%	1409

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Universal Corp (UVV) in Q1 2025, closing a stake of 50 shares — an estimated $2.74K sold.

Northwestern Mutual Wealth Management first reported a position in UVV in Q1 2016 and held it in 12 quarters. The position peaked at $42.3K in Q1 2023. 218 funds tracked by Wall St. Rank hold UVV as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining Universal Corp position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 50 Universal Corp shares in Q1 2025, an estimated $2.74K.
Northwestern Mutual Wealth Management first reported a position in Universal Corp in Q1 2016 and held it in 12 quarters.
Northwestern Mutual Wealth Management's Universal Corp position peaked at $42.3K in Q1 2023.
218 funds tracked by Wall St. Rank held Universal Corp as of Q1 2025.

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