Nuveen’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Nuveen's UVSP Position: Q1 2026 in Review

Nuveen reduced its Univest Financial (UVSP) stake by 3.2% in Q1 2026, selling an estimated $170K and leaving 151,482 shares worth $5.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Nuveen first reported a position in UVSP in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.45M in Q4 2019. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Nuveen held 151,482 shares of Univest Financial worth $5.19M as of Q1 2026.
  • Nuveen sold 5,036 Univest Financial shares in Q1 2026, an estimated $170K.
  • Univest Financial made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #1861 holding.
  • Nuveen first reported a position in Univest Financial in Q2 2019 and has held it in 28 quarters since.
  • Nuveen's Univest Financial position peaked at $9.45M in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.