True Wealth Design’s Universal Insurance Holdings UVE Stock Holding History

True Wealth Design’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11	Closed	-$376	–	2895
2026 Q1	$376	Hold	11	–	–	﹤0.01%	2152
2025 Q4	$372	Hold	11	–	–	﹤0.01%	2051
2025 Q3	$290	Sell	11 -5	-31%	-$123	﹤0.01%	2200
2025 Q2	$444	Buy	16 +5	+45%	+$127	﹤0.01%	1797
2025 Q1	$261	Buy	11 +3	+38%	+$62	﹤0.01%	1846
2024 Q4	$169	Sell	8 -125	-94%	-$2.62K	﹤0.01%	1240
2024 Q3	$2.95K	Buy	+133	New	+$2.68K	﹤0.01%	691

Other funds holding UVE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return