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Twin Peaks Wealth Advisors’s Universal Corp UVV Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-73
Closed -$3.85K – 2103
2026
Q1 		$3.85K Buy
+73
New +$3.93K ﹤0.01% 1485
2025
Q3 		– Sell
-239
Closed -$12.9K – 2030
2025
Q2 		$12.9K Buy
+239
New +$13.8K ﹤0.01% 799

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Twin Peaks Wealth Advisors's UVV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 73 shares — an estimated $3.85K sold.

Twin Peaks Wealth Advisors first reported a position in UVV in Q2 2025 and held it in 2 quarters. The position peaked at $12.9K in Q2 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 73 Universal Corp shares in Q2 2026, an estimated $3.85K.
  • Twin Peaks Wealth Advisors first reported a position in Universal Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Universal Corp position peaked at $12.9K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.