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Stephens Consulting’s Univest Financial UVSP Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-15
Closed -$426 – 1983
2025
Q1 		$426 Buy
+15
New +$444 ﹤0.01% 979

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stephens Consulting's UVSP Position: Q2 2025 in Review

Stephens Consulting sold out of Univest Financial (UVSP) in Q2 2025, closing a stake of 15 shares — an estimated $426 sold.

Stephens Consulting first reported a position in UVSP in Q1 2025 and held it in 1 quarter. The position peaked at $426 in Q1 2025. 182 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

  • Stephens Consulting reported no remaining Univest Financial position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Univest Financial shares in Q2 2025, an estimated $426.
  • Stephens Consulting first reported a position in Univest Financial in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Univest Financial position peaked at $426 in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.