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Pinnacle Wealth Planning Services’s Universal Corp UVV Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q2 		$56.2K Buy
1,078
+8
+0.7% +$426 0.01% 1185
2026
Q1 		$56.4K Buy
1,070
+27
+3% +$1.45K 0.01% 1133
2025
Q4 		$55K Buy
+1,043
New +$55.4K 0.01% 1130
2021
Q1 		– Sell
-297
Closed -$15K – 1865
2020
Q4 		$15K Buy
+297
New +$13.4K ﹤0.01% 1270

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's UVV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Corp (UVV) stake by 0.75% in Q2 2026, buying an estimated $426 and bringing the position to 1,078 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #1185.

Pinnacle Wealth Planning Services first reported a position in UVV in Q4 2020 and has held it in 4 quarters since. The position peaked at $56.4K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,078 shares of Universal Corp worth $56.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 Universal Corp shares in Q2 2026, an estimated $426.
  • Universal Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1185 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Universal Corp position peaked at $56.4K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.