Sunbelt Securities’s Universal Corp UVV Stock Holding History

Sunbelt Securities’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 Q1	$118K	Sell	2,241 -522	-19%	-$28.1K	0.01%	785
2025 Q4	$146K	Buy	2,763 +8	+0.3%	+$425	0.01%	720
2025 Q3	$154K	Sell	2,755 -1,136	-29%	-$62.8K	0.01%	718
2025 Q2	$213K	Buy	3,891 +671	+21%	+$38.6K	0.02%	566
2025 Q1	$180K	Sell	3,220 -671	-17%	-$35.8K	0.02%	587
2024 Q4	$212K	Buy	3,891 +108	+3%	+$5.79K	0.02%	568
2024 Q3	$201K	Buy	3,783 +1,078	+40%	+$55.7K	0.02%	587
2024 Q2	$130K	Sell	2,705 -350	-11%	-$17.5K	0.01%	669
2024 Q1	$158K	Sell	3,055 -39	-1%	-$2.12K	0.02%	602
2023 Q4	$208K	Sell	3,094 -54	-2%	-$2.89K	0.03%	476
2023 Q3	$149K	Sell	3,148 -2	-0.1%	-$97	0.02%	558
2023 Q2	$157K	Buy	3,150 +2,160	+218%	+$114K	0.02%	528
2023 Q1	$51.8K	Buy	+990	New	+$52K	0.01%	739

Other funds holding UVV

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

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return