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Sound Income Strategies’s Universal Corp UVV Stock Holding History

Sound Income Strategies’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 		– Sell
-612
Closed -$32K – 2305
2026
Q1 		$32K Hold
612
– – ﹤0.01% 992
2025
Q4 		$33.3K Buy
612
+86
+16% +$4.57K ﹤0.01% 945
2025
Q3 		$28.2K Buy
526
+8
+2% +$442 ﹤0.01% 722
2025
Q2 		$30.2K Buy
518
+17
+3% +$979 ﹤0.01% 650
2025
Q1 		$28.1K Buy
501
+7
+1% +$373 ﹤0.01% 648
2024
Q4 		$27.1K Buy
494
+8
+2% +$429 ﹤0.01% 616
2024
Q3 		$25.8K Buy
486
+7
+1% +$362 ﹤0.01% 587
2024
Q2 		$23.1K Buy
479
+7
+1% +$349 ﹤0.01% 602
2024
Q1 		$24.4K Buy
472
+7
+2% +$381 ﹤0.01% 560
2023
Q4 		$31.3K Buy
+465
New +$24.9K ﹤0.01% 497

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Income Strategies's UVV Position: Q2 2026 in Review

Sound Income Strategies sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 612 shares — an estimated $32K sold.

Sound Income Strategies first reported a position in UVV in Q4 2023 and held it in 10 quarters. The position peaked at $33.3K in Q4 2025. 162 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Sound Income Strategies reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 612 Universal Corp shares in Q2 2026, an estimated $32K.
  • Sound Income Strategies first reported a position in Universal Corp in Q4 2023 and held it in 10 quarters.
  • Sound Income Strategies's Universal Corp position peaked at $33.3K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.