Salomon & Ludwin’s Universal Corp UVV Stock Holding History

Salomon & Ludwin’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	$47.7K	Sell	915 -31	-3%	-$1.65K	﹤0.01%	565
2026 Q1	$49.8K	Sell	946 -1	-0.1%	-$54	﹤0.01%	484
2025 Q4	$50.1K	Buy	947 +85	+10%	+$4.51K	﹤0.01%	410
2025 Q3	$47.8K	Buy	862 +99	+13%	+$5.47K	﹤0.01%	396
2025 Q2	$44.4K	Hold	763	–	–	﹤0.01%	278
2025 Q1	$42.8K	Hold	763	–	–	﹤0.01%	265
2024 Q4	$41.8K	Hold	763	–	–	﹤0.01%	261
2024 Q3	$40.5K	Hold	763	–	–	﹤0.01%	275
2024 Q2	$36.8K	Hold	763	–	–	﹤0.01%	295
2024 Q1	$39.5K	Hold	763	–	–	﹤0.01%	390
2023 Q4	$36K	Hold	763	–	–	﹤0.01%	345
2023 Q3	$36K	Buy	+763	New	+$36.9K	﹤0.01%	345
2020 Q2	–	Sell	-838	Closed	-$37K	–	209
2020 Q1	$37K	Buy	838 +75	+10%	+$3.74K	0.01%	106
2019 Q4	$44K	Hold	763	–	–	0.01%	116
2019 Q3	$42K	Hold	763	–	–	0.01%	102
2019 Q2	$46K	Hold	763	–	–	0.01%	95
2019 Q1	$44K	Hold	763	–	–	0.01%	93
2018 Q4	$41K	Buy	+763	New	+$49.1K	0.01%	93

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

Salomon & Ludwin's UVV Position: Q2 2026 in Review

Salomon & Ludwin reduced its Universal Corp (UVV) stake by 3.3% in Q2 2026, selling an estimated $1.65K and leaving 915 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Salomon & Ludwin first reported a position in UVV in Q4 2018 and has held it in 18 quarters since. The position peaked at $50.1K in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Salomon & Ludwin held 915 shares of Universal Corp worth $47.7K as of Q2 2026.
Salomon & Ludwin sold 31 Universal Corp shares in Q2 2026, an estimated $1.65K.
Universal Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #565 holding.
Salomon & Ludwin first reported a position in Universal Corp in Q4 2018 and has held it in 18 quarters since.
Salomon & Ludwin's Universal Corp position peaked at $50.1K in Q4 2025.
231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.