Sittner & Nelson’s Universal Corp UVV Stock Holding History

Sittner & Nelson’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	$170K	Hold	3,250	–	–	0.05%	191
2026 Q1	$171K	Hold	3,250	–	–	0.06%	180
2025 Q4	$188K	Buy	3,250 +1,000	+44%	+$53.1K	0.07%	168
2025 Q3	$126K	Hold	2,250	–	–	0.05%	181
2025 Q2	$131K	Hold	2,250	–	–	0.05%	175
2025 Q1	$126K	Hold	2,250	–	–	0.05%	168
2024 Q4	$123K	Hold	2,250	–	–	0.05%	156
2024 Q3	$119K	Buy	+2,250	New	+$116K	0.05%	167
2024 Q2	–	Sell	-1,634	Closed	-$84.5K	–	493
2024 Q1	$84.5K	Hold	1,634	–	–	0.04%	171
2023 Q4	$110K	Hold	1,634	–	–	0.06%	151
2023 Q3	$77.2K	Hold	1,634	–	–	0.04%	166
2023 Q2	$81.6K	Sell	1,634 -1,387	-46%	-$72.9K	0.04%	164
2023 Q1	$160K	Hold	3,021	–	–	0.09%	131
2022 Q4	$160K	Buy	3,021 +1,500	+99%	+$78K	0.1%	128
2022 Q3	$70K	Hold	1,521	–	–	0.05%	181
2022 Q2	$92K	Hold	1,521	–	–	0.06%	158
2022 Q1	$88K	Buy	1,521 +21	+1%	+$1.16K	0.05%	161
2021 Q4	$82K	Hold	1,500	–	–	0.05%	163
2021 Q3	$72K	Buy	+1,500	New	+$76.1K	0.05%	157

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

Sittner & Nelson's UVV Position: Q2 2026 in Review

Sittner & Nelson held its Universal Corp (UVV) position steady in Q2 2026 at 3,250 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #191.

Sittner & Nelson first reported a position in UVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $188K in Q4 2025. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Sittner & Nelson held 3,250 shares of Universal Corp worth $170K as of Q2 2026.
Sittner & Nelson left its Universal Corp share count unchanged in Q2 2026.
Universal Corp made up 0.05% of Sittner & Nelson's portfolio in Q2 2026, its #191 holding.
Sittner & Nelson first reported a position in Universal Corp in Q3 2021 and has held it in 19 quarters since.
Sittner & Nelson's Universal Corp position peaked at $188K in Q4 2025.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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