TI
UVV icon

TrueMark Investments’s Universal Corp UVV Stock Holding History

TrueMark Investments’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
2025
Q4 		– Sell
-90,509
Closed -$5.06M – 289
2025
Q3 		$5.06M Buy
90,509
+5,610
+7% +$310K 0.88% 49
2025
Q2 		$4.94M Sell
84,899
-12,311
-13% -$709K 1.07% 31
2025
Q1 		$5.45M Buy
97,210
+67,481
+227% +$3.6M 1.43% 16
2024
Q4 		$1.63M Buy
+29,729
New +$1.59M 0.52% 69

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueMark Investments's UVV Position: Q4 2025 in Review

TrueMark Investments sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 90,509 shares — an estimated $5.06M sold.

TrueMark Investments first reported a position in UVV in Q4 2024 and held it in 4 quarters. The position peaked at $5.45M in Q1 2025. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • TrueMark Investments reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • TrueMark Investments sold 90,509 Universal Corp shares in Q4 2025, an estimated $5.06M.
  • TrueMark Investments first reported a position in Universal Corp in Q4 2024 and held it in 4 quarters.
  • TrueMark Investments's Universal Corp position peaked at $5.45M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.