Rockefeller Capital Management’s Universal Corp UVV Stock Holding History

Rockefeller Capital 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	$2.97K	Buy	57 +39	+217%	+$2.08K	﹤0.01%	4346
2026 Q1	$948	Sell	18 -3	-14%	-$161	﹤0.01%	4492
2025 Q4	$1.11K	Sell	21 -96	-82%	-$5.1K	﹤0.01%	4437
2025 Q3	$6.56K	Buy	+117	New	+$6.47K	﹤0.01%	3797
2023 Q1	–	Sell	-11	Closed	–	–	3806
2022 Q4	$0	Hold	11	–	–	﹤0.01%	4232
2022 Q3	$0	Buy	+11	New	+$576	﹤0.01%	4399

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rockefeller Capital Management's UVV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Universal Corp (UVV) stake by 217% in Q2 2026, buying an estimated $2.08K and bringing the position to 57 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #4346.

Rockefeller Capital Management first reported a position in UVV in Q3 2022 and has held it in 6 quarters since. The position peaked at $6.56K in Q3 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Rockefeller Capital Management held 57 shares of Universal Corp worth $2.97K as of Q2 2026.
Rockefeller Capital Management bought 39 Universal Corp shares in Q2 2026, an estimated $2.08K.
Universal Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4346 holding.
Rockefeller Capital Management first reported a position in Universal Corp in Q3 2022 and has held it in 6 quarters since.
Rockefeller Capital Management's Universal Corp position peaked at $6.56K in Q3 2025.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.