RWM
UVV icon

Ritholtz Wealth Management’s Universal Corp UVV Stock Holding History

Ritholtz Wealth Management’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
Q1 		$266K Sell
5,057
-222
-4% -$11.9K ﹤0.01% 1021
2025
Q4 		$278K Sell
5,279
-1,125
-18% -$59.8K 0.01% 927
2025
Q3 		$358K Sell
6,404
-140
-2% -$7.74K 0.01% 783
2025
Q2 		$381K Sell
6,544
-157
-2% -$9.04K 0.01% 718
2025
Q1 		$376K Sell
6,701
-5,305
-44% -$283K 0.01% 673
2024
Q4 		$658K Sell
12,006
-2,562
-18% -$137K 0.02% 483
2024
Q3 		$774K Buy
14,568
+2,608
+22% +$135K 0.02% 434
2024
Q2 		$576K Sell
11,960
-366
-3% -$18.3K 0.02% 476
2024
Q1 		$638K Buy
+12,326
New +$671K 0.02% 470

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return