PWPS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's UVV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Corp (UVV) stake by 2.6% in Q1 2026, buying an estimated $1.45K and bringing the position to 1,070 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #1133.

Pinnacle Wealth Planning Services first reported a position in UVV in Q4 2020 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,070 shares of Universal Corp worth $56.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 27 Universal Corp shares in Q1 2026, an estimated $1.45K.
  • Universal Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1133 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Corp in Q4 2020 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.