Private Trust Company’s Universal Corp UVV Stock Holding History

Private Trust Company’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	-193	Closed	-$10.2K	–	2803
2026 Q1	$10.2K	Hold	193	–	–	﹤0.01%	1970
2025 Q4	$10.2K	Hold	193	–	–	﹤0.01%	1926
2025 Q3	$10.8K	Hold	193	–	–	﹤0.01%	1881
2025 Q2	$11.2K	Sell	193 -200	-51%	-$11.5K	﹤0.01%	1778
2025 Q1	$22K	Sell	393 -63	-14%	-$3.36K	﹤0.01%	1512
2024 Q4	$25K	Hold	456	–	–	﹤0.01%	1415
2024 Q3	$24.2K	Hold	456	–	–	﹤0.01%	1399
2024 Q2	$22K	Hold	456	–	–	﹤0.01%	1415
2024 Q1	$23.6K	Hold	456	–	–	﹤0.01%	1384
2023 Q4	$30.7K	Hold	456	–	–	﹤0.01%	1248
2023 Q3	$21.5K	Hold	456	–	–	﹤0.01%	1331
2023 Q2	$22.8K	Hold	456	–	–	﹤0.01%	1315
2023 Q1	$24.1K	Hold	456	–	–	﹤0.01%	1261
2022 Q4	$24K	Hold	456	–	–	﹤0.01%	1234
2022 Q3	$21K	Buy	+456	New	+$23.9K	﹤0.01%	1190

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Private Trust Company's UVV Position: Q2 2026 in Review

Private Trust Company sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 193 shares — an estimated $10.2K sold.

Private Trust Company first reported a position in UVV in Q3 2022 and held it in 15 quarters. The position peaked at $30.7K in Q4 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Private Trust Company reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
Private Trust Company sold 193 Universal Corp shares in Q2 2026, an estimated $10.2K.
Private Trust Company first reported a position in Universal Corp in Q3 2022 and held it in 15 quarters.
Private Trust Company's Universal Corp position peaked at $30.7K in Q4 2023.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.