SAM
UVV icon

Smartleaf Asset Management’s Universal Corp UVV Stock Holding History

Smartleaf Asset Management’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
Q1 		$15.1K Sell
284
-61
-18% -$3.28K ﹤0.01% 2109
2025
Q4 		$18.3K Buy
345
+108
+46% +$5.74K ﹤0.01% 2070
2025
Q3 		$13.1K Buy
237
+45
+23% +$2.49K ﹤0.01% 2002
2025
Q2 		$11.3K Sell
192
-24
-11% -$1.38K ﹤0.01% 1789
2025
Q1 		$12.1K Sell
216
-22
-9% -$1.17K ﹤0.01% 1854
2024
Q4 		$12.9K Buy
238
+141
+145% +$7.56K ﹤0.01% 1883
2024
Q3 		$5.18K Buy
97
+23
+31% +$1.19K ﹤0.01% 2105
2024
Q2 		$3.52K Buy
+74
New +$3.69K ﹤0.01% 1974

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Smartleaf Asset Management reduced its Universal Corp (UVV) stake by 18% in Q1 2026, selling an estimated $3.28K and leaving 284 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Smartleaf Asset Management first reported a position in UVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.3K in Q4 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Smartleaf Asset Management held 284 shares of Universal Corp worth $15.1K as of Q1 2026.
  • Smartleaf Asset Management sold 61 Universal Corp shares in Q1 2026, an estimated $3.28K.
  • Universal Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2109 holding.
  • Smartleaf Asset Management first reported a position in Universal Corp in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Universal Corp position peaked at $18.3K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

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