SAM
UVSP icon

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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Smartleaf Asset Management's UVSP Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Univest Financial (UVSP) stake by 0.13% in Q1 2026, selling an estimated $1.66K and leaving 38,000 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #350.

Smartleaf Asset Management first reported a position in UVSP in Q4 2023 and has held it in 10 quarters since. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Smartleaf Asset Management held 38,000 shares of Univest Financial worth $1.29M as of Q1 2026.
  • Smartleaf Asset Management sold 49 Univest Financial shares in Q1 2026, an estimated $1.66K.
  • Univest Financial made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #350 holding.
  • Smartleaf Asset Management first reported a position in Univest Financial in Q4 2023 and has held it in 10 quarters since.
  • 209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.