Stephens Consulting’s Universal Corp UVV Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-5	Closed	-$292	–	1131
2025 Q2	$292	Hold	5	–	–	﹤0.01%	1003
2025 Q1	$281	Buy	+5	New	+$267	﹤0.01%	1491

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's UVV Position: Q3 2025 in Review

Stephens Consulting sold out of Universal Corp (UVV) in Q3 2025, closing a stake of 5 shares — an estimated $292 sold.

Stephens Consulting first reported a position in UVV in Q1 2025 and held it in 2 quarters. The position peaked at $292 in Q2 2025. 229 funds tracked by Wall St. Rank hold UVV as of Q3 2025.

Stephens Consulting reported no remaining Universal Corp position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 5 Universal Corp shares in Q3 2025, an estimated $292.
Stephens Consulting first reported a position in Universal Corp in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Universal Corp position peaked at $292 in Q2 2025.
229 funds tracked by Wall St. Rank held Universal Corp as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.