PMFA
UVV icon

Plante Moran Financial Advisors’s Universal Corp UVV Stock Holding History

Plante Moran Financial Advisors’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 		$157 Buy
+3
New +$160 ﹤0.01% 1502
2022
Q4 		– Sell
-100
Closed -$5K – 972
2022
Q3 		$5K Buy
+100
New +$5.24K ﹤0.01% 709
2021
Q2 		– Sell
-60
Closed -$4K – 1096
2021
Q1 		$4K Buy
+60
New +$3.15K ﹤0.01% 832

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's UVV Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Universal Corp (UVV) in Q2 2026: 3 shares worth $157. The stake represents ﹤0.01% of the portfolio and ranks #1502 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in UVV as recently as Q3 2022.

Plante Moran Financial Advisors first reported a position in UVV in Q1 2021 and has held it in 3 quarters since. The position peaked at $5K in Q3 2022. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Plante Moran Financial Advisors held 3 shares of Universal Corp worth $157 as of Q2 2026.
  • Universal Corp was a new Plante Moran Financial Advisors position in Q2 2026.
  • Universal Corp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1502 holding.
  • Plante Moran Financial Advisors first reported a position in Universal Corp in Q1 2021 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Universal Corp position peaked at $5K in Q3 2022.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.