PWMG
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Prestige Wealth Management Group’s Universal Corp UVV Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-7
Closed -$369 – 1146
2026
Q1 		$369 Hold
7
– – ﹤0.01% 1003
2025
Q4 		$370 Hold
7
– – ﹤0.01% 973
2025
Q3 		$392 Hold
7
– – ﹤0.01% 953
2025
Q2 		$408 Hold
7
– – ﹤0.01% 949
2025
Q1 		$393 Hold
7
– – ﹤0.01% 956
2024
Q4 		$384 Hold
7
– – ﹤0.01% 998
2024
Q3 		$372 Hold
7
– – ﹤0.01% 993
2024
Q2 		$338 Hold
7
– – ﹤0.01% 955
2024
Q1 		$363 Hold
7
– – ﹤0.01% 979
2023
Q4 		$472 Hold
7
– – ﹤0.01% 956
2023
Q3 		$331 Hold
7
– – ﹤0.01% 1002
2023
Q2 		$350 Hold
7
– – ﹤0.01% 1021
2023
Q1 		$371 Hold
7
– – ﹤0.01% 1016
2022
Q4 		$370 Hold
7
– – ﹤0.01% 1103
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1078
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1080
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1057
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1070
2021
Q3 		$0 Hold
7
– – ﹤0.01% 1059
2021
Q2 		$0 Hold
7
– – ﹤0.01% 1042
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1045
2020
Q4 		$0 Sell
7
-9
-56% -$405 ﹤0.01% 1044
2020
Q3 		$1K Hold
16
– – ﹤0.01% 847
2020
Q2 		$1K Hold
16
– – ﹤0.01% 855
2020
Q1 		$1K Buy
+16
New +$799 ﹤0.01% 860
2019
Q1 		– Sell
-16
Closed -$1K – 1113
2018
Q4 		$1K Buy
+16
New +$1.03K ﹤0.01% 1136

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

Prestige Wealth Management Group's UVV Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 7 shares — an estimated $369 sold.

Prestige Wealth Management Group first reported a position in UVV in Q4 2018 and held it in 26 quarters. The position peaked at $1K in Q3 2020. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 7 Universal Corp shares in Q2 2026, an estimated $369.
  • Prestige Wealth Management Group first reported a position in Universal Corp in Q4 2018 and held it in 26 quarters.
  • Prestige Wealth Management Group's Universal Corp position peaked at $1K in Q3 2020.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.