True Wealth Design’s Univest Financial UVSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.84K	Hold	45	–	–	﹤0.01%	1712
2026 Q2	$1.97K	Sell	45 -12	-21%	-$470	﹤0.01%	1698
2026 Q1	$1.95K	Hold	57	–	–	﹤0.01%	1550
2025 Q4	$1.87K	Buy	57 +2	+4%	+$63	﹤0.01%	1476
2025 Q3	$1.65K	Buy	55 +42	+323%	+$1.29K	﹤0.01%	1540
2025 Q2	$391	Buy	13 +2	+18%	+$58	﹤0.01%	1840
2025 Q1	$312	Buy	+11	New	+$326	﹤0.01%	1752
2024 Q4	–	Sell	-31	Closed	-$873	–	1521
2024 Q3	$873	Buy	+31	New	+$826	﹤0.01%	1005

Other funds holding UVSP

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

True Wealth Design's UVSP Position: Q3 2026 in Review

True Wealth Design held its Univest Financial (UVSP) position steady in Q3 2026 at 45 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

True Wealth Design first reported a position in UVSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.97K in Q2 2026. 39 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

True Wealth Design held 45 shares of Univest Financial worth $1.84K as of Q3 2026.
True Wealth Design left its Univest Financial share count unchanged in Q3 2026.
Univest Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1712 holding.
True Wealth Design first reported a position in Univest Financial in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Univest Financial position peaked at $1.97K in Q2 2026.
39 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.