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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

True Wealth Design reduced its Univest Financial (UVSP) stake by 21% in Q2 2026, selling an estimated $470 and leaving 45 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

True Wealth Design first reported a position in UVSP in Q3 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • True Wealth Design held 45 shares of Univest Financial worth $1.97K as of Q2 2026.
  • True Wealth Design sold 12 Univest Financial shares in Q2 2026, an estimated $470.
  • Univest Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1698 holding.
  • True Wealth Design first reported a position in Univest Financial in Q3 2024 and has held it in 7 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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