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Rockwood Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Rockwood Wealth Management’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$987K Hold
23,869
– – 0.06% 49
2026
Q1 		$815K Hold
23,869
– – 0.06% 52
2025
Q4 		$807K Hold
23,869
– – 0.06% 52
2025
Q3 		$628K Buy
23,869
+7,496
+46% +$185K 0.05% 54
2025
Q2 		$454K Hold
16,373
– – 0.04% 65
2025
Q1 		$388K Hold
16,373
– – 0.04% 63
2024
Q4 		$337K Buy
16,373
+5,337
+48% +$112K 0.04% 65
2024
Q3 		$245K Hold
11,036
– – 0.03% 76
2024
Q2 		$207K Hold
11,036
– – 0.03% 81
2024
Q1 		$224K Hold
11,036
– – 0.03% 77
2023
Q4 		$176K Hold
11,036
– – 0.03% 76
2023
Q3 		$155K Hold
11,036
– – 0.03% 65
2023
Q2 		$170K Hold
11,036
– – 0.03% 75
2023
Q1 		$201K Hold
11,036
– – 0.04% 69
2022
Q4 		$117K Hold
11,036
– – 0.03% 68
2022
Q3 		$109K Buy
+11,036
New +$132K 0.03% 69

Other funds holding UVE

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rockwood Wealth Management's UVE Position: Q2 2026 in Review

Rockwood Wealth Management held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 23,869 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #49.

Rockwood Wealth Management first reported a position in UVE in Q3 2022 and has held it in 16 quarters since. 44 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • Rockwood Wealth Management held 23,869 shares of Universal Insurance Holdings worth $987K as of Q2 2026.
  • Rockwood Wealth Management left its Universal Insurance Holdings share count unchanged in Q2 2026.
  • Universal Insurance Holdings made up 0.06% of Rockwood Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Rockwood Wealth Management first reported a position in Universal Insurance Holdings in Q3 2022 and has held it in 16 quarters since.
  • 44 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.