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Physician Wealth Advisors’s Univest Financial UVSP Stock Holding History

Physician Wealth 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
2025
Q3 		– Sell
-24
Closed -$721 – 2058
2025
Q2 		$721 Buy
+24
New +$699 ﹤0.01% 1592

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Physician Wealth Advisors's UVSP Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 24 shares — an estimated $721 sold.

Physician Wealth Advisors first reported a position in UVSP in Q2 2025 and held it in 1 quarter. The position peaked at $721 in Q2 2025. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 24 Univest Financial shares in Q3 2025, an estimated $721.
  • Physician Wealth Advisors first reported a position in Univest Financial in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Univest Financial position peaked at $721 in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.