Steward Partners Investment Advisory’s Universal Corp UVV Stock Holding History

Steward Partners Investment Advisory’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	$24K	Hold	460	–	–	﹤0.01%	3338
2026 Q1	$24.2K	Hold	460	–	–	﹤0.01%	3136
2025 Q4	$24.3K	Sell	460 -30	-6%	-$1.59K	﹤0.01%	3062
2025 Q3	$27.4K	Hold	490	–	–	﹤0.01%	2934
2025 Q2	$28.5K	Buy	490 +110	+29%	+$6.33K	﹤0.01%	2759
2025 Q1	$21.3K	Hold	380	–	–	﹤0.01%	2778
2024 Q4	$20.8K	Buy	380 +30	+9%	+$1.61K	﹤0.01%	2773
2024 Q3	$18.6K	Hold	350	–	–	﹤0.01%	2692
2024 Q2	$16.9K	Hold	350	–	–	﹤0.01%	2596
2024 Q1	$18.1K	Hold	350	–	–	﹤0.01%	2559
2023 Q4	$23.6K	Buy	+350	New	+$18.7K	﹤0.01%	2332
2019 Q3	–	Sell	-625	Closed	-$37K	–	2775
2019 Q2	$37K	Buy	+625	New	+$35K	﹤0.01%	1451

Other funds holding UVV

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

VPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Steward Partners Investment Advisory's UVV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Universal Corp (UVV) position steady in Q2 2026 at 460 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

Steward Partners Investment Advisory first reported a position in UVV in Q2 2019 and has held it in 12 quarters since. The position peaked at $37K in Q2 2019. 170 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Steward Partners Investment Advisory held 460 shares of Universal Corp worth $24K as of Q2 2026.
Steward Partners Investment Advisory left its Universal Corp share count unchanged in Q2 2026.
Universal Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3338 holding.
Steward Partners Investment Advisory first reported a position in Universal Corp in Q2 2019 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Universal Corp position peaked at $37K in Q2 2019.
170 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.