Root Financial Partners’s Universal Corp UVV Stock Holding History

Root Financial Partners’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	–	Sell	-58	Closed	-$3.06K	–	3057
2026 Q1	$3.06K	Buy	+58	New	+$3.12K	﹤0.01%	2148

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 $3.37T AUM 44.26% 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

Root Financial Partners's UVV Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 58 shares — an estimated $3.06K sold.

Root Financial Partners first reported a position in UVV in Q1 2026 and held it in 1 quarter. The position peaked at $3.06K in Q1 2026. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Root Financial Partners reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 58 Universal Corp shares in Q2 2026, an estimated $3.06K.
Root Financial Partners first reported a position in Universal Corp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Universal Corp position peaked at $3.06K in Q1 2026.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.