TI
UVV icon

Tidal Investments’s Universal Corp UVV Stock Holding History

Tidal Investments’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 		$363K Sell
6,886
-114
-2% -$6.13K ﹤0.01% 1974
2025
Q4 		$369K Buy
7,000
+1,288
+23% +$68.4K ﹤0.01% 1783
2025
Q3 		$319K Buy
+5,712
New +$316K ﹤0.01% 1796
2024
Q4 		– Sell
-8,351
Closed -$444K – 1999
2024
Q3 		$444K Buy
8,351
+1,960
+31% +$101K ﹤0.01% 1436
2024
Q2 		$308K Buy
+6,391
New +$319K ﹤0.01% 1523
2024
Q1 		– Sell
-4,746
Closed -$320K – 1750
2023
Q4 		$320K Buy
+4,746
New +$254K 0.01% 1148

Other funds holding UVV

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
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