Nuveen
UVSP icon

Nuveen’s Univest Financial UVSP Stock Holding History

Nuveen’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
2026
Q2 		$11.9M Buy
272,915
+121,433
+80% +$4.76M ﹤0.01% 1572
2026
Q1 		$5.19M Sell
151,482
-5,036
-3% -$170K ﹤0.01% 1861
2025
Q4 		$5.12M Sell
156,518
-3,410
-2% -$107K ﹤0.01% 1894
2025
Q3 		$4.8M Hold
159,928
– – ﹤0.01% 1920
2025
Q2 		$4.8M Buy
159,928
+40,604
+34% +$1.18M ﹤0.01% 1908
2025
Q1 		$3.38M Sell
119,324
-17,073
-13% -$505K ﹤0.01% 2110
2024
Q4 		$4.03M Sell
136,397
-35,225
-21% -$1.05M ﹤0.01% 2078
2024
Q3 		$4.83M Hold
171,622
– – ﹤0.01% 2004
2024
Q2 		$3.92M Sell
171,622
-68,794
-29% -$1.45M ﹤0.01% 2073
2024
Q1 		$5.01M Buy
240,416
+4,875
+2% +$99K ﹤0.01% 1996
2023
Q4 		$5.19M Buy
235,541
+12,975
+6% +$243K ﹤0.01% 1957
2023
Q3 		$3.87M Buy
222,566
+23,027
+12% +$424K ﹤0.01% 1994
2023
Q2 		$3.61M Buy
199,539
+10,530
+6% +$206K ﹤0.01% 2075
2023
Q1 		$4.49M Buy
189,009
+13,660
+8% +$362K ﹤0.01% 1954
2022
Q4 		$4.58M Sell
175,349
-9,738
-5% -$261K ﹤0.01% 1961
2022
Q3 		$4.35M Sell
185,087
-8,348
-4% -$211K ﹤0.01% 1985
2022
Q2 		$4.92M Sell
193,435
-9,370
-5% -$240K ﹤0.01% 1954
2022
Q1 		$5.63M Buy
202,805
+5,463
+3% +$161K ﹤0.01% 1994
2021
Q4 		$5.54M Sell
197,342
-7,135
-3% -$207K ﹤0.01% 2059
2021
Q3 		$5.42M Buy
204,477
+3,083
+2% +$82.7K ﹤0.01% 2158
2021
Q2 		$5.31M Sell
201,394
-11,646
-5% -$327K ﹤0.01% 2214
2021
Q1 		$6.09M Buy
213,040
+1,193
+0.6% +$30.2K ﹤0.01% 2073
2020
Q4 		$4.36M Buy
211,847
+647
+0.3% +$11.6K ﹤0.01% 2144
2020
Q3 		$3.04M Sell
211,200
-30,624
-13% -$476K ﹤0.01% 2179
2020
Q2 		$3.9M Buy
241,824
+13,041
+6% +$209K ﹤0.01% 2035
2020
Q1 		$3.73M Sell
228,783
-124,042
-35% -$2.84M ﹤0.01% 1876
2019
Q4 		$9.45M Buy
352,825
+22,607
+7% +$585K ﹤0.01% 1621
2019
Q3 		$8.42M Buy
330,218
+6,825
+2% +$177K ﹤0.01% 1671
2019
Q2 		$8.49M Buy
+323,393
New +$8.12M ﹤0.01% 1707

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nuveen's UVSP Position: Q2 2026 in Review

Nuveen increased its Univest Financial (UVSP) stake by 80% in Q2 2026, buying an estimated $4.76M and bringing the position to 272,915 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Nuveen first reported a position in UVSP in Q2 2019 and has held it in 29 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Nuveen held 272,915 shares of Univest Financial worth $11.9M as of Q2 2026.
  • Nuveen bought 121,433 Univest Financial shares in Q2 2026, an estimated $4.76M.
  • Univest Financial made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #1572 holding.
  • Nuveen first reported a position in Univest Financial in Q2 2019 and has held it in 29 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.