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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return