State of New Jersey Common Pension Fund D’s Univest Financial UVSP Stock Holding History

State of New Jersey Common Pension Fund D’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	$3.04M	Sell	69,434 -18,753	-21%	-$734K	0.01%	793
2026 Q1	$3.02M	Hold	88,187	–	–	0.01%	756
2025 Q4	$2.89M	Buy	88,187 +9,951	+13%	+$312K	0.01%	779
2025 Q3	$2.35M	Sell	78,236 -11,528	-13%	-$354K	0.01%	956
2025 Q2	$2.7M	Hold	89,764	–	–	0.01%	769
2025 Q1	$2.55M	Buy	89,764 +2,692	+3%	+$79.7K	0.01%	776
2024 Q4	$2.57M	Hold	87,072	–	–	0.01%	845
2024 Q3	$2.45M	Hold	87,072	–	–	0.01%	868
2024 Q2	$1.99M	Sell	87,072 -48,492	-36%	-$1.02M	0.01%	1026
2024 Q1	$2.82M	Hold	135,564	–	–	0.01%	1316
2023 Q4	$2.99M	Sell	135,564 -22,657	-14%	-$424K	0.01%	1035
2023 Q3	$2.75M	Buy	158,221 +48,922	+45%	+$901K	0.01%	912
2023 Q2	$1.98M	Buy	109,299 +26,595	+32%	+$521K	0.01%	1559
2023 Q1	$1.96M	Sell	82,704 -11,586	-12%	-$307K	0.01%	1507
2022 Q4	$2.46M	Sell	94,290 -31,442	-25%	-$843K	0.01%	1021
2022 Q3	$2.95M	Buy	125,732 +14,739	+13%	+$372K	0.01%	829
2022 Q2	$2.82M	Buy	110,993 +22,150	+25%	+$568K	0.01%	891
2022 Q1	$2.38M	Sell	88,843 -28,718	-24%	-$844K	0.01%	1488
2021 Q4	$3.52M	Sell	117,561 -9,066	-7%	-$264K	0.01%	926
2021 Q3	$3.47M	Buy	126,627 +47,776	+61%	+$1.28M	0.01%	931
2021 Q2	$2.08M	Buy	+78,851	New	+$2.21M	0.01%	1713

Other funds holding UVSP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D's UVSP Position: Q2 2026 in Review

State of New Jersey Common Pension Fund D reduced its Univest Financial (UVSP) stake by 21% in Q2 2026, selling an estimated $734K and leaving 69,434 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #793.

State of New Jersey Common Pension Fund D first reported a position in UVSP in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.52M in Q4 2021. 55 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

State of New Jersey Common Pension Fund D held 69,434 shares of Univest Financial worth $3.04M as of Q2 2026.
State of New Jersey Common Pension Fund D sold 18,753 Univest Financial shares in Q2 2026, an estimated $734K.
Univest Financial made up 0.01% of State of New Jersey Common Pension Fund D's portfolio in Q2 2026, its #793 holding.
State of New Jersey Common Pension Fund D first reported a position in Univest Financial in Q2 2021 and has held it in 21 quarters since.
State of New Jersey Common Pension Fund D's Univest Financial position peaked at $3.52M in Q4 2021.
55 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q2 2026, filed 4 Aug 2026.