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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SteelPeak Wealth's UVV Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Universal Corp (UVV) in Q2 2026: 4,136 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in UVV as recently as Q2 2025.

SteelPeak Wealth first reported a position in UVV in Q1 2020 and has held it in 13 quarters since. The position peaked at $301K in Q4 2023. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

SteelPeak Wealth held 4,136 shares of Universal Corp worth $216K as of Q2 2026.
Universal Corp was a new SteelPeak Wealth position in Q2 2026.
Universal Corp made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #594 holding.
SteelPeak Wealth first reported a position in Universal Corp in Q1 2020 and has held it in 13 quarters since.
SteelPeak Wealth's Universal Corp position peaked at $301K in Q4 2023.
232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.