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Parallel Advisors’s Univest Financial UVSP Stock Holding History

Parallel Advisors’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 		$77.5K Buy
2,263
+5
+0.2% +$169 ﹤0.01% 1737
2025
Q4 		$73.9K Hold
2,258
– – ﹤0.01% 1630
2025
Q3 		$67.8K Hold
2,258
– – ﹤0.01% 1635
2025
Q2 		$67.8K Sell
2,258
-13
-0.6% -$378 ﹤0.01% 1567
2025
Q1 		$64.4K Sell
2,271
-27
-1% -$799 ﹤0.01% 1497
2024
Q4 		$67.8K Hold
2,298
– – ﹤0.01% 1469
2024
Q3 		$64.7K Buy
2,298
+27
+1% +$720 ﹤0.01% 1473
2024
Q2 		$51.8K Hold
2,271
– – ﹤0.01% 1502
2024
Q1 		$47.3K Hold
2,271
– – ﹤0.01% 1524
2023
Q4 		$50K Buy
2,271
+1,714
+308% +$32.1K ﹤0.01% 1434
2023
Q3 		$9.68K Sell
557
-284
-34% -$5.23K ﹤0.01% 2215
2023
Q2 		$15.2K Buy
841
+284
+51% +$5.56K ﹤0.01% 1977
2023
Q1 		$13.2K Buy
557
+22
+4% +$582 ﹤0.01% 2025
2022
Q4 		$14K Hold
535
– – ﹤0.01% 1883
2022
Q3 		$13K Sell
535
-83
-13% -$2.1K ﹤0.01% 1899
2022
Q2 		$16K Sell
618
-86
-12% -$2.21K ﹤0.01% 1775
2022
Q1 		$19K Sell
704
-45
-6% -$1.32K ﹤0.01% 1759
2021
Q4 		$22K Buy
749
+61
+9% +$1.77K ﹤0.01% 1737
2021
Q3 		$19K Sell
688
-17
-2% -$456 ﹤0.01% 1774
2021
Q2 		$19K Buy
705
+126
+22% +$3.54K ﹤0.01% 1725
2021
Q1 		$17K Buy
579
+115
+25% +$2.92K ﹤0.01% 1681
2020
Q4 		$10K Buy
464
+52
+13% +$932 ﹤0.01% 1796
2020
Q3 		$6K Sell
412
-267
-39% -$4.15K ﹤0.01% 1972
2020
Q2 		$10K Buy
+679
New +$10.9K ﹤0.01% 1728
2018
Q3 		– Sell
-215
Closed -$5K – 2302
2018
Q2 		$5K Buy
+215
New +$6.17K ﹤0.01% 1622

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parallel Advisors's UVSP Position: Q1 2026 in Review

Parallel Advisors increased its Univest Financial (UVSP) stake by 0.22% in Q1 2026, buying an estimated $169 and bringing the position to 2,263 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Parallel Advisors first reported a position in UVSP in Q2 2018 and has held it in 25 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Parallel Advisors held 2,263 shares of Univest Financial worth $77.5K as of Q1 2026.
  • Parallel Advisors bought 5 Univest Financial shares in Q1 2026, an estimated $169.
  • Univest Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1737 holding.
  • Parallel Advisors first reported a position in Univest Financial in Q2 2018 and has held it in 25 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.