Physician Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

Physician Wealth Advisors’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Hold	30	–	–	﹤0.01%	1733
2026 Q1	$1.02K	Hold	30	–	–	﹤0.01%	1674
2025 Q4	$1.01K	Hold	30	–	–	﹤0.01%	1616
2025 Q3	$789	Sell	30 -27	-47%	-$666	﹤0.01%	1697
2025 Q2	$1.58K	Buy	57 +27	+90%	+$685	﹤0.01%	1148
2025 Q1	$711	Buy	+30	New	+$619	﹤0.01%	1271

Other funds holding UVE

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's UVE Position: Q2 2026 in Review

Physician Wealth Advisors held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 30 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Physician Wealth Advisors first reported a position in UVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.58K in Q2 2025. 46 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Physician Wealth Advisors held 30 shares of Universal Insurance Holdings worth $1.24K as of Q2 2026.
Physician Wealth Advisors left its Universal Insurance Holdings share count unchanged in Q2 2026.
Universal Insurance Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1733 holding.
Physician Wealth Advisors first reported a position in Universal Insurance Holdings in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Universal Insurance Holdings position peaked at $1.58K in Q2 2025.
46 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.