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Rothschild Investment LLC’s Universal Corp UVV Stock Holding History

Rothschild Investment LLC’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 		$835 Buy
16
+1
+7% +$53 ﹤0.01% 3112
2026
Q1 		$791 Sell
15
-5
-25% -$269 ﹤0.01% 2964
2025
Q4 		$1.05K Sell
20
-5
-20% -$266 ﹤0.01% 2655
2025
Q3 		$1.4K Sell
25
-5
-17% -$276 ﹤0.01% 2438
2025
Q2 		$1.75K Hold
30
– – ﹤0.01% 2160
2025
Q1 		$1.68K Buy
30
+15
+100% +$800 ﹤0.01% 2005
2024
Q4 		$823 Sell
15
-5
-25% -$268 ﹤0.01% 2332
2024
Q3 		$1.06K Buy
20
+10
+100% +$517 ﹤0.01% 2129
2024
Q2 		$482 Buy
10
+5
+100% +$249 ﹤0.01% 2041
2024
Q1 		$259 Buy
+5
New +$272 ﹤0.01% 1630

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Rothschild Investment LLC's UVV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Universal Corp (UVV) stake by 6.7% in Q2 2026, buying an estimated $53 and bringing the position to 16 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Rothschild Investment LLC first reported a position in UVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.75K in Q2 2025. 92 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Rothschild Investment LLC held 16 shares of Universal Corp worth $835 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Universal Corp share in Q2 2026, an estimated $53.
  • Universal Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3112 holding.
  • Rothschild Investment LLC first reported a position in Universal Corp in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Universal Corp position peaked at $1.75K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.