Smartleaf Asset Management’s Univest Financial UVSP Stock Holding History

Smartleaf 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
2026 Q2	$1.68M	Hold	38,000	–	–	0.05%	303
2026 Q1	$1.29M	Sell	38,000 -49	-0.1%	-$1.66K	0.05%	350
2025 Q4	$1.25M	Buy	38,049 +768	+2%	+$24.1K	0.05%	334
2025 Q3	$1.12M	Buy	37,281 +232	+0.6%	+$7.12K	0.07%	292
2025 Q2	$1.13M	Sell	37,049 -2,117	-5%	-$61.6K	0.1%	230
2025 Q1	$1.12M	Buy	39,166 +9,811	+33%	+$290K	0.11%	210
2024 Q4	$870K	Sell	29,355 -281	-0.9%	-$8.35K	0.09%	242
2024 Q3	$807K	Sell	29,636 -615	-2%	-$16.4K	0.1%	232
2024 Q2	$672K	Buy	30,251 +372	+1%	+$7.86K	0.11%	209
2024 Q1	$617K	Buy	29,879 +2,859	+11%	+$58.1K	0.12%	194
2023 Q4	$603K	Buy	+27,020	New	+$506K	0.16%	137

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Smartleaf Asset Management's UVSP Position: Q2 2026 in Review

Smartleaf Asset Management held its Univest Financial (UVSP) position steady in Q2 2026 at 38,000 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #303.

Smartleaf Asset Management first reported a position in UVSP in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Smartleaf Asset Management held 38,000 shares of Univest Financial worth $1.68M as of Q2 2026.
Smartleaf Asset Management left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #303 holding.
Smartleaf Asset Management first reported a position in Univest Financial in Q4 2023 and has held it in 11 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.