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Triumph Capital Management’s Universal Corp UVV Stock Holding History

Triumph Capital Management’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 		$59.2K Hold
1,135
– – 0.01% 635
2026
Q1 		$59.8K Hold
1,135
– – 0.01% 590
2025
Q4 		$59.9K Buy
+1,135
New +$60.3K 0.01% 564

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Triumph Capital Management's UVV Position: Q2 2026 in Review

Triumph Capital Management held its Universal Corp (UVV) position steady in Q2 2026 at 1,135 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #635.

Triumph Capital Management first reported a position in UVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.9K in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Triumph Capital Management held 1,135 shares of Universal Corp worth $59.2K as of Q2 2026.
  • Triumph Capital Management left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #635 holding.
  • Triumph Capital Management first reported a position in Universal Corp in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Universal Corp position peaked at $59.9K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.