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 Q2	–	Sell	-6,408	Closed	-$243K	–	975
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Occudo Quantitative Strategies's UVSP Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 6,408 shares — an estimated $243K sold.

Occudo Quantitative Strategies first reported a position in UVSP in Q1 2023 and held it in 8 quarters. The position peaked at $345K in Q3 2024. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Occudo Quantitative Strategies reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 6,408 Univest Financial shares in Q2 2026, an estimated $243K.
Occudo Quantitative Strategies first reported a position in Univest Financial in Q1 2023 and held it in 8 quarters.
Occudo Quantitative Strategies's Univest Financial position peaked at $345K in Q3 2024.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.