Rockefeller Capital Management
UVV icon

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
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
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

Rockefeller Capital Management's UVV Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Universal Corp (UVV) stake by 14% in Q1 2026, selling an estimated $161 and leaving 18 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #4492.

Rockefeller Capital Management first reported a position in UVV in Q3 2022 and has held it in 5 quarters since. The position peaked at $6.56K in Q3 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Rockefeller Capital Management held 18 shares of Universal Corp worth $948 as of Q1 2026.
  • Rockefeller Capital Management sold 3 Universal Corp shares in Q1 2026, an estimated $161.
  • Universal Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4492 holding.
  • Rockefeller Capital Management first reported a position in Universal Corp in Q3 2022 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Universal Corp position peaked at $6.56K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.