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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
Q2 		$256K Sell
4,913
-144
-3% -$7.67K ﹤0.01% 1130
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ritholtz Wealth Management's UVV Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Universal Corp (UVV) stake by 2.8% in Q2 2026, selling an estimated $7.67K and leaving 4,913 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Ritholtz Wealth Management first reported a position in UVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $774K in Q3 2024. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Ritholtz Wealth Management held 4,913 shares of Universal Corp worth $256K as of Q2 2026.
  • Ritholtz Wealth Management sold 144 Universal Corp shares in Q2 2026, an estimated $7.67K.
  • Universal Corp made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • Ritholtz Wealth Management first reported a position in Universal Corp in Q1 2024 and has held it in 10 quarters since.
  • Ritholtz Wealth Management's Universal Corp position peaked at $774K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.