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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's UVE Position: Q2 2026 in Review

True Wealth Design sold out of Universal Insurance Holdings (UVE) in Q2 2026, closing a stake of 11 shares — an estimated $376 sold.

True Wealth Design first reported a position in UVE in Q3 2024 and held it in 7 quarters. The position peaked at $2.95K in Q3 2024. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

  • True Wealth Design reported no remaining Universal Insurance Holdings position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 11 Universal Insurance Holdings shares in Q2 2026, an estimated $376.
  • True Wealth Design first reported a position in Universal Insurance Holdings in Q3 2024 and held it in 7 quarters.
  • True Wealth Design's Universal Insurance Holdings position peaked at $2.95K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.