Pathstone Holdings
UVV icon

Pathstone Holdings’s Universal Corp UVV Stock Holding History

Pathstone Holdings’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,004
Closed -$224K – 2396
2025
Q3 		$224K Buy
+4,004
New +$221K ﹤0.01% 2153
2024
Q4 		– Sell
-21,653
Closed -$1.15M – 2405
2024
Q3 		$1.15M Sell
21,653
-708
-3% -$36.6K 0.01% 1289
2024
Q2 		$1.08M Buy
22,361
+17,717
+382% +$884K ﹤0.01% 1289
2024
Q1 		$240K Sell
4,644
-277
-6% -$15.1K ﹤0.01% 2051
2023
Q4 		$331K Buy
+4,921
New +$264K ﹤0.01% 1753

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings's UVV Position: Q4 2025 in Review

Pathstone Holdings sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 4,004 shares — an estimated $224K sold.

Pathstone Holdings first reported a position in UVV in Q4 2023 and held it in 5 quarters. The position peaked at $1.15M in Q3 2024. 227 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Pathstone Holdings reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 4,004 Universal Corp shares in Q4 2025, an estimated $224K.
  • Pathstone Holdings first reported a position in Universal Corp in Q4 2023 and held it in 5 quarters.
  • Pathstone Holdings's Universal Corp position peaked at $1.15M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.