Quadrant Capital Group
UVSP icon

Quadrant Capital Group’s Univest Financial UVSP Stock Holding History

Quadrant Capital Group’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331K Sell
8,155
-50
-0.6% -$2.15K 0.01% 1038
2026
Q2 		$359K Sell
8,205
-73
-0.9% -$2.86K 0.01% 1026
2026
Q1 		$284K Hold
8,278
– – 0.01% 1151
2025
Q4 		$271K Sell
8,278
-53
-0.6% -$1.66K 0.01% 1193
2025
Q3 		$250K Hold
8,331
– – 0.01% 1200
2025
Q2 		$250K Sell
8,331
-386
-4% -$11.2K 0.01% 1210
2025
Q1 		$247K Sell
8,717
-14
-0.2% -$414 0.01% 1190
2024
Q4 		$258K Hold
8,731
– – 0.02% 551
2024
Q3 		$246K Hold
8,731
– – 0.02% 595
2024
Q2 		$199K Sell
8,731
-175
-2% -$3.7K 0.01% 645
2024
Q1 		$185K Sell
8,906
-156
-2% -$3.17K 0.01% 671
2023
Q4 		$200K Buy
9,062
+4,108
+83% +$77K 0.02% 599
2023
Q3 		$86.1K Buy
4,954
+1,557
+46% +$28.7K 0.01% 969
2023
Q2 		$61.4K Buy
3,397
+2,713
+397% +$53.1K 0.01% 1150
2023
Q1 		$16.2K Sell
684
-276
-29% -$7.3K ﹤0.01% 1806
2022
Q4 		$25.1K Buy
960
+106
+12% +$2.84K ﹤0.01% 1543
2022
Q3 		$20K Sell
854
-202
-19% -$5.1K ﹤0.01% 1555
2022
Q2 		$27K Sell
1,056
-460
-30% -$11.8K ﹤0.01% 1160
2022
Q1 		$41K Sell
1,516
-687
-31% -$20.2K 0.01% 1010
2021
Q4 		$66K Buy
2,203
+437
+25% +$12.7K 0.01% 812
2021
Q3 		$48K Buy
1,766
+1,101
+166% +$29.5K 0.01% 883
2021
Q2 		$18K Buy
665
+66
+11% +$1.85K ﹤0.01% 1271
2021
Q1 		$17K Buy
599
+43
+8% +$1.09K ﹤0.01% 1264
2020
Q4 		$11K Hold
556
– – ﹤0.01% 1360
2020
Q3 		$8K Buy
556
+255
+85% +$3.96K ﹤0.01% 1342
2020
Q2 		$5K Sell
301
-51
-14% -$818 ﹤0.01% 1686
2020
Q1 		$6K Buy
+352
New +$8.06K ﹤0.01% 1608

Other funds holding UVSP

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 7.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Quadrant Capital Group's UVSP Position: Q3 2026 in Review

Quadrant Capital Group reduced its Univest Financial (UVSP) stake by 0.61% in Q3 2026, selling an estimated $2.15K and leaving 8,155 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1038.

Quadrant Capital Group first reported a position in UVSP in Q1 2020 and has held it in 27 quarters since. The position peaked at $359K in Q2 2026. 49 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Quadrant Capital Group held 8,155 shares of Univest Financial worth $331K as of Q3 2026.
  • Quadrant Capital Group sold 50 Univest Financial shares in Q3 2026, an estimated $2.15K.
  • Univest Financial made up 0.01% of Quadrant Capital Group's portfolio in Q3 2026, its #1038 holding.
  • Quadrant Capital Group first reported a position in Univest Financial in Q1 2020 and has held it in 27 quarters since.
  • Quadrant Capital Group's Univest Financial position peaked at $359K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Quadrant Capital Group's 13F filing for Q3 2026, filed 20 Oct 2026.