Simplex Trading
UVV icon

Simplex Trading’s Universal Corp UVV Stock Holding History

Simplex Trading’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 		$83.2K Sell
1,594
-2,834
-64% -$151K ﹤0.01% 5777
2026
Q1 		$233K Buy
+4,428
New +$238K ﹤0.01% 4123
2024
Q2 		– Sell
-188
Closed -$9.38K – 9901
2024
Q1 		$9K Sell
188
-3,867
-95% -$210K ﹤0.01% 7710
2023
Q4 		$272K Buy
4,055
+3,906
+2,621% +$209K ﹤0.01% 4337
2023
Q3 		$7K Buy
149
+124
+496% +$5.99K ﹤0.01% 7471
2023
Q2 		$1K Buy
+25
New +$1.31K ﹤0.01% 8744
2021
Q4 		– Sell
-2,342
Closed -$117K – 11506
2021
Q3 		$134K Hold
2,342
– – ﹤0.01% 6211
2021
Q2 		$133K Buy
2,342
+1,689
+259% +$97.5K ﹤0.01% 6320
2021
Q1 		$38K Buy
+653
New +$34.3K ﹤0.01% 6913
2020
Q2 		– Sell
-1,546
Closed -$68K – 8418
2020
Q1 		$68K Buy
+1,546
New +$77.2K ﹤0.01% 4806
2018
Q3 		– Sell
-1,430
Closed -$91.1K – 8121
2018
Q2 		$94K Buy
+1,430
New +$79.2K ﹤0.01% 4370
2017
Q4 		– Sell
-1,043
Closed -$57.9K – 6744
2017
Q3 		$59K Sell
1,043
-1,438
-58% -$86K ﹤0.01% 2158
2017
Q2 		$160K Buy
+2,481
New +$172K 0.01% 1372
2016
Q4 		– Sell
-1,022
Closed -$58.3K – 6571
2016
Q3 		$59K Buy
+1,022
New +$60.3K ﹤0.01% 1963
2016
Q2 		– Sell
-492
Closed -$27.1K – 6497
2016
Q1 		$27K Sell
492
-3,577
-88% -$194K ﹤0.01% 2522
2015
Q4 		$228K Buy
4,069
+3,117
+327% +$171K 0.02% 805
2015
Q3 		$47K Sell
952
-353
-27% -$18.5K ﹤0.01% 2053
2015
Q2 		$74K Buy
+1,305
New +$66K 0.01% 1389

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Simplex Trading's UVV Position: Q2 2026 in Review

Simplex Trading reduced its Universal Corp (UVV) stake by 64% in Q2 2026, selling an estimated $151K and leaving 1,594 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5777.

Simplex Trading first reported a position in UVV in Q2 2015 and has held it in 18 quarters since. The position peaked at $272K in Q4 2023. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Simplex Trading held 1,594 shares of Universal Corp worth $83.2K as of Q2 2026.
  • Simplex Trading sold 2,834 Universal Corp shares in Q2 2026, an estimated $151K.
  • Universal Corp made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5777 holding.
  • Simplex Trading first reported a position in Universal Corp in Q2 2015 and has held it in 18 quarters since.
  • Simplex Trading's Universal Corp position peaked at $272K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.