Private Wealth Management Group’s Universal Corp UVV Stock Holding History

Private 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	$574	Hold	11	–	–	﹤0.01%	1399
2026 Q1	$580	Hold	11	–	–	﹤0.01%	1358
2025 Q4	$581	Hold	11	–	–	﹤0.01%	1380
2025 Q3	$615	Hold	11	–	–	﹤0.01%	1400
2025 Q2	$641	Hold	11	–	–	﹤0.01%	1375
2025 Q1	$617	Hold	11	–	–	﹤0.01%	1357
2024 Q4	$604	Hold	11	–	–	﹤0.01%	1411
2024 Q3	$585	Hold	11	–	–	﹤0.01%	1402
2024 Q2	$531	Hold	11	–	–	﹤0.01%	1434
2024 Q1	$569	Hold	11	–	–	﹤0.01%	1417
2023 Q4	$741	Buy	+11	New	+$589	﹤0.01%	1363

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 $3.37T AUM 44.26% 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 Wealth Management Group's UVV Position: Q2 2026 in Review

Private Wealth Management Group held its Universal Corp (UVV) position steady in Q2 2026 at 11 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Private Wealth Management Group first reported a position in UVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $741 in Q4 2023. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Private Wealth Management Group held 11 shares of Universal Corp worth $574 as of Q2 2026.
Private Wealth Management Group left its Universal Corp share count unchanged in Q2 2026.
Universal Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1399 holding.
Private Wealth Management Group first reported a position in Universal Corp in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Universal Corp position peaked at $741 in Q4 2023.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.