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Shell Asset Management’s Univest Financial UVSP Stock Holding History

Shell Asset Management’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
2025
Q3 		$64K Sell
2,125
-3,154
-60% -$96.9K 0.01% 786
2025
Q2 		$159K Sell
5,279
-1,251
-19% -$36.4K 0.01% 850
2025
Q1 		$185K Sell
6,530
-283
-4% -$8.37K 0.01% 824
2024
Q4 		$201K Sell
6,813
-22
-0.3% -$654 0.01% 834
2024
Q3 		$192K Buy
+6,835
New +$182K 0.01% 850
2024
Q1 		$165K Sell
7,232
-701
-9% -$14.2K 0.01% 883
2023
Q4 		$175K Sell
7,933
-2,459
-24% -$46.1K 0.01% 900
2023
Q3 		$181K Sell
10,392
-163
-2% -$3K 0.01% 935
2023
Q2 		$191K Sell
10,555
-61
-0.6% -$1.2K 0.01% 936
2023
Q1 		$252K Sell
10,616
-37
-0.3% -$979 0.01% 853
2022
Q4 		$278K Sell
10,653
-2,162
-17% -$58K 0.01% 814
2022
Q3 		$301K Sell
12,815
-3,357
-21% -$84.8K 0.01% 832
2022
Q2 		$411K Buy
16,172
+26
+0.2% +$667 0.01% 818
2022
Q1 		$432K Sell
16,146
-2,391
-13% -$70.3K 0.01% 876
2021
Q4 		$555K Buy
18,537
+478
+3% +$13.9K 0.01% 853
2021
Q3 		$495K Sell
18,059
-780
-4% -$20.9K 0.01% 870
2021
Q2 		$497K Buy
18,839
+1,020
+6% +$28.6K 0.01% 919
2021
Q1 		$509K Sell
17,819
-100
-0.6% -$2.54K 0.01% 842
2020
Q4 		$369K Buy
17,919
+5,960
+50% +$107K 0.01% 919
2020
Q3 		$172K Hold
11,959
– – ﹤0.01% 1069
2020
Q2 		$193K Sell
11,959
-151
-1% -$2.42K ﹤0.01% 1035
2020
Q1 		$198K Sell
12,110
-184
-1% -$4.21K 0.01% 1007
2019
Q4 		$329K Sell
12,294
-287
-2% -$7.43K 0.01% 1032
2019
Q3 		$321K Buy
+12,581
New +$326K 0.01% 1052

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Shell Asset Management's UVSP Position: Q3 2025 in Review

Shell Asset Management reduced its Univest Financial (UVSP) stake by 60% in Q3 2025, selling an estimated $96.9K and leaving 2,125 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #786.

Shell Asset Management first reported a position in UVSP in Q3 2019 and has held it in 24 quarters since. The position peaked at $555K in Q4 2021. 186 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Shell Asset Management held 2,125 shares of Univest Financial worth $64K as of Q3 2025.
  • Shell Asset Management sold 3,154 Univest Financial shares in Q3 2025, an estimated $96.9K.
  • Univest Financial made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #786 holding.
  • Shell Asset Management first reported a position in Univest Financial in Q3 2019 and has held it in 24 quarters since.
  • Shell Asset Management's Univest Financial position peaked at $555K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.