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Ullmann Wealth Partners Group’s Univest Financial UVSP Stock Holding History

Ullmann Wealth Partners Group’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 		$351K Hold
8,016
– – 0.03% 129
2026
Q1 		$275K Buy
+8,016
New +$271K 0.03% 136

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 $3.38T AUM 44.17% 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

Ullmann Wealth Partners Group's UVSP Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its Univest Financial (UVSP) position steady in Q2 2026 at 8,016 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #129.

Ullmann Wealth Partners Group first reported a position in UVSP in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Ullmann Wealth Partners Group held 8,016 shares of Univest Financial worth $351K as of Q2 2026.
  • Ullmann Wealth Partners Group left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #129 holding.
  • Ullmann Wealth Partners Group first reported a position in Univest Financial in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.