R Squared’s Univest Financial UVSP Stock Holding History

R Squared’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
2025 Q1	–	Sell	-590	Closed	-$17.4K	–	1474
2024 Q4	$17.4K	Buy	+590	New	+$17.5K	0.02%	947

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

R Squared's UVSP Position: Q1 2025 in Review

R Squared sold out of Univest Financial (UVSP) in Q1 2025, closing a stake of 590 shares — an estimated $17.4K sold.

R Squared first reported a position in UVSP in Q4 2024 and held it in 1 quarter. The position peaked at $17.4K in Q4 2024. 178 funds tracked by Wall St. Rank hold UVSP as of Q1 2025.

R Squared reported no remaining Univest Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 590 Univest Financial shares in Q1 2025, an estimated $17.4K.
R Squared first reported a position in Univest Financial in Q4 2024 and held it in 1 quarter.
R Squared's Univest Financial position peaked at $17.4K in Q4 2024.
178 funds tracked by Wall St. Rank held Univest Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.