Savant Capital’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.34M Buy
34,781
+15,790
+83% +$618K ﹤0.01% 756
2026
Q1
$651K Buy
18,991
+102
+0.5% +$3.45K ﹤0.01% 781
2025
Q4
$618K Buy
18,889
+1,105
+6% +$34.6K ﹤0.01% 750
2025
Q3
$534K Buy
+17,784
New +$546K ﹤0.01% 772

Other funds holding UVSP

Savant Capital's UVSP Position: Q2 2026 in Review

Savant Capital increased its Univest Financial (UVSP) stake by 83% in Q2 2026, buying an estimated $618K and bringing the position to 34,781 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Savant Capital first reported a position in UVSP in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Savant Capital held 34,781 shares of Univest Financial worth $1.34M as of Q2 2026.
  • Savant Capital bought 15,790 Univest Financial shares in Q2 2026, an estimated $618K.
  • Univest Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #756 holding.
  • Savant Capital first reported a position in Univest Financial in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.