SteelPeak Wealth’s Universal Corp UVV Stock Holding History

SteelPeak Wealth’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	$216K	Buy	+4,136	New	+$220K	0.01%	594
2025 Q3	–	Sell	-3,887	Closed	-$226K	–	667
2025 Q2	$226K	Sell	3,887 -698	-15%	-$40.2K	0.01%	470
2025 Q1	$257K	Sell	4,585 -56	-1%	-$2.99K	0.01%	448
2024 Q4	$255K	Sell	4,641 -7	-0.2%	-$375	0.01%	447
2024 Q3	$247K	Buy	4,648 +286	+7%	+$14.8K	0.01%	419
2024 Q2	$210K	Sell	4,362 -64	-1%	-$3.19K	0.01%	456
2024 Q1	$229K	Sell	4,426 -41	-0.9%	-$2.23K	0.01%	405
2023 Q4	$301K	Sell	4,467 -209	-4%	-$11.2K	0.02%	335
2023 Q3	$221K	Buy	4,676 +572	+14%	+$27.6K	0.01%	370
2023 Q2	$205K	Sell	4,104 -398	-9%	-$20.9K	0.01%	390
2023 Q1	$238K	Buy	+4,502	New	+$236K	0.02%	331
2021 Q3	–	Sell	-3,670	Closed	-$209K	–	480
2021 Q2	$209K	Buy	+3,670	New	+$212K	0.01%	391
2020 Q2	–	Sell	-4,650	Closed	-$206K	–	318
2020 Q1	$206K	Buy	+4,650	New	+$232K	0.03%	209

Other funds holding UVV

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM