Universal-Beteiligungs- und Servicegesellschaft
UVSP icon

Universal-Beteiligungs- und Servicegesellschaft’s Univest Financial UVSP Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$505K Sell
11,541
-10,792
-48% -$423K ﹤0.01% 1778
2026
Q1 		$765K Hold
22,333
– – ﹤0.01% 1600
2025
Q4 		$731K Buy
22,333
+3,687
+20% +$115K ﹤0.01% 1596
2025
Q3 		$560K Buy
18,646
+1,081
+6% +$33.2K ﹤0.01% 1724
2025
Q2 		$528K Buy
17,565
+4,820
+38% +$140K ﹤0.01% 1670
2025
Q1 		$361K Buy
+12,745
New +$377K ﹤0.01% 1736

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's UVSP Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Univest Financial (UVSP) stake by 48% in Q2 2026, selling an estimated $423K and leaving 11,541 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UVSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $765K in Q1 2026. 133 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 11,541 shares of Univest Financial worth $505K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 10,792 Univest Financial shares in Q2 2026, an estimated $423K.
  • Univest Financial made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1778 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Univest Financial in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Univest Financial position peaked at $765K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.