TWD
UVV icon

True Wealth Design’s Universal Corp UVV Stock Holding History

True Wealth Design’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21K Buy
+29
New +$1.39K ﹤0.01% 1877

Other funds holding UVV

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

True Wealth Design opened a new position in Universal Corp (UVV) in Q3 2026: 29 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1877 among its holdings.

9 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

  • True Wealth Design held 29 shares of Universal Corp worth $1.21K as of Q3 2026.
  • Universal Corp was a new True Wealth Design position in Q3 2026.
  • Universal Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1877 holding.
  • 9 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

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