Stanley-Laman Group
UVSP icon

Stanley-Laman Group’s Univest Financial UVSP Stock Holding History

Stanley-Laman Group’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
Q3 		$405K Hold
9,884
– – 0.04% 243
2026
Q2 		$432K Hold
9,884
– – 0.04% 246
2026
Q1 		$339K Hold
9,884
– – 0.04% 249
2025
Q4 		$324K Hold
9,884
– – 0.04% 253
2025
Q3 		$297K Hold
9,884
– – 0.04% 232
2025
Q2 		$297K Hold
9,884
– – 0.04% 237
2025
Q1 		$280K Hold
9,884
– – 0.04% 240
2024
Q4 		$292K Hold
9,884
– – 0.04% 244
2024
Q3 		$278K Hold
9,884
– – 0.04% 245
2024
Q2 		$226K Hold
9,884
– – 0.03% 259
2024
Q1 		$206K Hold
9,884
– – 0.03% 245
2023
Q4 		$218K Buy
+9,884
New +$185K 0.03% 223
2017
Q1 		– Sell
-29,744
Closed -$919K – 287
2016
Q4 		$919K Hold
29,744
– – 0.28% 118
2016
Q3 		$695K Sell
29,744
-10,725
-27% -$239K 0.28% 125
2016
Q2 		$851K Buy
40,469
+3,108
+8% +$61.8K 0.33% 116
2016
Q1 		$729K Buy
37,361
+3,629
+11% +$70.3K 0.14% 147
2015
Q4 		$704K Sell
33,732
-720
-2% -$14.6K 0.12% 189
2015
Q3 		$662K Buy
34,452
+2,342
+7% +$46.1K 0.13% 167
2015
Q2 		$654K Buy
32,110
+4,400
+16% +$86.4K 0.12% 174
2015
Q1 		$548K Buy
27,710
+6,460
+30% +$124K 0.1% 207
2014
Q4 		$430K Buy
21,250
+1,050
+5% +$20.8K 0.08% 233
2014
Q3 		$379K Buy
20,200
+4,000
+25% +$77.8K 0.07% 225
2014
Q2 		$335K Buy
16,200
+3,100
+24% +$61.9K 0.06% 239
2014
Q1 		$269K Buy
+13,100
New +$254K 0.05% 278

Other funds holding UVSP

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IVC Wealth Advisors
IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Stanley-Laman Group's UVSP Position: Q3 2026 in Review

Stanley-Laman Group held its Univest Financial (UVSP) position steady in Q3 2026 at 9,884 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #243.

Stanley-Laman Group first reported a position in UVSP in Q1 2014 and has held it in 24 quarters since. The position peaked at $919K in Q4 2016. 42 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Stanley-Laman Group held 9,884 shares of Univest Financial worth $405K as of Q3 2026.
  • Stanley-Laman Group left its Univest Financial share count unchanged in Q3 2026.
  • Univest Financial made up 0.04% of Stanley-Laman Group's portfolio in Q3 2026, its #243 holding.
  • Stanley-Laman Group first reported a position in Univest Financial in Q1 2014 and has held it in 24 quarters since.
  • Stanley-Laman Group's Univest Financial position peaked at $919K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Stanley-Laman Group's 13F filing for Q3 2026, filed 20 Oct 2026.