Osaic Holdings
UVSP icon

Osaic Holdings’s Univest Financial UVSP Stock Holding History

Osaic Holdings’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 		$7.39K Buy
169
+136
+412% +$5.33K ﹤0.01% 6758
2026
Q1 		$1.13K Hold
33
– – ﹤0.01% 7227
2025
Q4 		$1.08K Sell
33
-89
-73% -$2.79K ﹤0.01% 7254
2025
Q3 		$3.66K Sell
122
-2,912
-96% -$89.4K ﹤0.01% 6911
2025
Q2 		$91.1K Buy
+3,034
New +$88.3K ﹤0.01% 4587
2023
Q4 		– Sell
-1,400
Closed -$24.3K – 7473
2023
Q3 		$24.3K Sell
1,400
-86
-6% -$1.58K ﹤0.01% 5443
2023
Q2 		$26.9K Sell
1,486
-1,912
-56% -$37.4K ﹤0.01% 5369
2023
Q1 		$80.7K Buy
3,398
+92
+3% +$2.44K ﹤0.01% 4607
2022
Q4 		$87K Buy
3,306
+93
+3% +$2.49K ﹤0.01% 4554
2022
Q3 		$76K Buy
3,213
+373
+13% +$9.42K ﹤0.01% 4589
2022
Q2 		$73K Sell
2,840
-1,060
-27% -$27.2K ﹤0.01% 4662
2022
Q1 		$104K Buy
3,900
+3,000
+333% +$88.2K ﹤0.01% 4574
2021
Q4 		$27K Buy
900
+77
+9% +$2.24K ﹤0.01% 5595
2021
Q3 		$23K Sell
823
-84
-9% -$2.25K ﹤0.01% 5685
2021
Q2 		$24K Buy
907
+390
+75% +$11K ﹤0.01% 5549
2021
Q1 		$15K Sell
517
-312
-38% -$7.91K ﹤0.01% 5661
2020
Q4 		$17K Sell
829
-845
-50% -$15.2K ﹤0.01% 5266
2020
Q3 		$24K Buy
1,674
+1,032
+161% +$16K ﹤0.01% 4822
2020
Q2 		$10K Buy
642
+19
+3% +$305 ﹤0.01% 5188
2020
Q1 		$10K Buy
+623
New +$14.3K ﹤0.01% 5019

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

Osaic Holdings's UVSP Position: Q2 2026 in Review

Osaic Holdings increased its Univest Financial (UVSP) stake by 412% in Q2 2026, buying an estimated $5.33K and bringing the position to 169 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #6758.

Osaic Holdings first reported a position in UVSP in Q1 2020 and has held it in 20 quarters since. The position peaked at $104K in Q1 2022. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Osaic Holdings held 169 shares of Univest Financial worth $7.39K as of Q2 2026.
  • Osaic Holdings bought 136 Univest Financial shares in Q2 2026, an estimated $5.33K.
  • Univest Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6758 holding.
  • Osaic Holdings first reported a position in Univest Financial in Q1 2020 and has held it in 20 quarters since.
  • Osaic Holdings's Univest Financial position peaked at $104K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.