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Principal Securities’s Universal Corp UVV Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-45
Closed -$2.51K – 3408
2025
Q3 		$2.51K Hold
45
– – ﹤0.01% 3177
2025
Q2 		$2.62K Buy
45
+28
+165% +$1.61K ﹤0.01% 3060
2025
Q1 		$932 Hold
17
– – ﹤0.01% 3230
2024
Q4 		$932 Sell
17
-7
-29% -$375 ﹤0.01% 3223
2024
Q3 		$1.27K Hold
24
– – ﹤0.01% 3083
2024
Q2 		$1.16K Sell
24
-143
-86% -$7.13K ﹤0.01% 3037
2024
Q1 		$8.64K Hold
167
– – ﹤0.01% 2404
2023
Q4 		$11.2K Buy
+167
New +$8.94K ﹤0.01% 2185

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's UVV Position: Q4 2025 in Review

Principal Securities sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 45 shares — an estimated $2.51K sold.

Principal Securities first reported a position in UVV in Q4 2023 and held it in 8 quarters. The position peaked at $11.2K in Q4 2023. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Principal Securities reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 45 Universal Corp shares in Q4 2025, an estimated $2.51K.
  • Principal Securities first reported a position in Universal Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Universal Corp position peaked at $11.2K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.