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Royce & Associates’s Univest Financial UVSP Stock Holding History

Royce & Associates’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85M Sell
54,039
-24,517
-31% -$829K 0.02% 588
2025
Q4 		$2.57M Sell
78,556
-41,802
-35% -$1.31M 0.03% 561
2025
Q3 		$3.61M Sell
120,358
-10,978
-8% -$337K 0.04% 519
2025
Q2 		$3.95M Hold
131,336
– – 0.04% 502
2025
Q1 		$3.72M Sell
131,336
-51,115
-28% -$1.51M 0.04% 488
2024
Q4 		$5.38M Sell
182,451
-61,015
-25% -$1.81M 0.05% 461
2024
Q3 		$6.85M Sell
243,466
-27,258
-10% -$727K 0.06% 414
2024
Q2 		$6.18M Sell
270,724
-6,568
-2% -$139K 0.06% 433
2024
Q1 		$5.77M Buy
277,292
+69,451
+33% +$1.41M 0.05% 462
2023
Q4 		$4.58M Buy
+207,841
New +$3.89M 0.04% 509

Other funds holding UVSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return