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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Twin Peaks Wealth Advisors's UVV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Universal Corp (UVV) in Q1 2026: 73 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #1485 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UVV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UVV in Q2 2025 and has held it in 2 quarters since. The position peaked at $12.9K in Q2 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 73 shares of Universal Corp worth $3.85K as of Q1 2026.
  • Universal Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Universal Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1485 holding.
  • Twin Peaks Wealth Advisors first reported a position in Universal Corp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Universal Corp position peaked at $12.9K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.