Quarry LP’s Univest Financial UVSP Stock Holding History

Quarry LP’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 Q1	–	Sell	-59	Closed	-$1.93K	–	2275
2025 Q4	$1.93K	Sell	59 -702	-92%	-$22K	﹤0.01%	1905
2025 Q3	$22.8K	Buy	+761	New	+$23.4K	0.01%	1320

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Quarry LP's UVSP Position: Q1 2026 in Review

Quarry LP sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 59 shares — an estimated $1.93K sold.

Quarry LP first reported a position in UVSP in Q3 2025 and held it in 2 quarters. The position peaked at $22.8K in Q3 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Quarry LP reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
Quarry LP sold 59 Univest Financial shares in Q1 2026, an estimated $1.93K.
Quarry LP first reported a position in Univest Financial in Q3 2025 and held it in 2 quarters.
Quarry LP's Univest Financial position peaked at $22.8K in Q3 2025.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.