Occudo Quantitative Strategies’s Univest Financial UVSP Stock Holding History

Occudo Quantitative Strategies’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 Q1	$243K	Sell	6,408 -3,597	-36%	-$122K	0.01%	640
2025 Q4	$328K	Buy	10,005 +804	+9%	+$25.2K	0.02%	481
2025 Q3	$276K	Buy	+9,201	New	+$283K	0.03%	505
2024 Q4	–	Sell	-12,252	Closed	-$345K	–	972
2024 Q3	$345K	Buy	12,252 +3,046	+33%	+$81.2K	0.06%	400
2024 Q2	$210K	Buy	+9,206	New	+$195K	0.04%	585
2024 Q1	–	Sell	-10,818	Closed	-$238K	–	1044
2023 Q4	$238K	Sell	10,818 -1,523	-12%	-$28.5K	0.03%	604
2023 Q3	$214K	Buy	+12,341	New	+$227K	0.03%	780
2023 Q2	–	Sell	-8,727	Closed	-$207K	–	1306
2023 Q1	$207K	Buy	+8,727	New	+$231K	0.02%	743

Other funds holding UVSP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Occudo Quantitative Strategies's UVSP Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Univest Financial (UVSP) stake by 36% in Q1 2026, selling an estimated $122K and leaving 6,408 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #640.

Occudo Quantitative Strategies first reported a position in UVSP in Q1 2023 and has held it in 8 quarters since. The position peaked at $345K in Q3 2024. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Occudo Quantitative Strategies held 6,408 shares of Univest Financial worth $243K as of Q1 2026.
Occudo Quantitative Strategies sold 3,597 Univest Financial shares in Q1 2026, an estimated $122K.
Univest Financial made up 0.01% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #640 holding.
Occudo Quantitative Strategies first reported a position in Univest Financial in Q1 2023 and has held it in 8 quarters since.
Occudo Quantitative Strategies's Univest Financial position peaked at $345K in Q3 2024.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.