UF
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Univest Financial’s General Dynamics GD Stock Holding History

Univest Financial’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442K Sell
1,247
-30
-2% -$10.3K 0.02% 210
2026
Q1 		$438K Buy
1,277
+2
+0.2% +$709 0.02% 203
2025
Q4 		$429K Buy
1,275
+1
+0.1% +$341 0.02% 206
2025
Q3 		$434K Hold
1,274
– – 0.02% 198
2025
Q2 		$372K Sell
1,274
-37
-3% -$10.2K 0.02% 210
2025
Q1 		$357K Sell
1,311
-34
-3% -$8.84K 0.02% 224
2024
Q4 		$354K Hold
1,345
– – 0.02% 228
2024
Q3 		$406K Buy
+1,345
New +$395K 0.03% 214
2021
Q1 		– Sell
-4,207
Closed -$626K – 106
2020
Q4 		$626K Sell
4,207
-6,014
-59% -$879K 0.18% 59
2020
Q3 		$1.41M Sell
10,221
-300
-3% -$44.3K 0.45% 49
2020
Q2 		$1.57M Sell
10,521
-5,768
-35% -$814K 0.52% 49
2020
Q1 		$2.16M Sell
16,289
-1,559
-9% -$259K 0.86% 43
2019
Q4 		$3.08M Buy
17,848
+3,126
+21% +$561K 1.31% 37
2019
Q3 		$2.69M Buy
14,722
+16
+0.1% +$2.97K 0.86% 43
2019
Q2 		$2.67M Buy
14,706
+261
+2% +$44.9K 0.85% 44
2019
Q1 		$2.44M Buy
14,445
+1,170
+9% +$197K 0.8% 48
2018
Q4 		$2.09M Sell
13,275
-1,268
-9% -$227K 0.77% 43
2018
Q3 		$2.98M Buy
14,543
+86
+0.6% +$16.8K 0.91% 45
2018
Q2 		$2.69M Sell
14,457
-261
-2% -$53.4K 1.08% 46
2018
Q1 		$3.25M Sell
14,718
-912
-6% -$198K 1.41% 35
2017
Q4 		$3.18M Buy
15,630
+89
+0.6% +$18.2K 1.28% 40
2017
Q3 		$3.19M Buy
15,541
+55
+0.4% +$11K 1.35% 36
2017
Q2 		$3.07M Sell
15,486
-185
-1% -$36.2K 1.29% 40
2017
Q1 		$2.93M Sell
15,671
-2,177
-12% -$402K 1.28% 40
2016
Q4 		$3.08M Buy
17,848
+1,163
+7% +$190K 1.31% 37
2016
Q3 		$2.59M Buy
16,685
+299
+2% +$44.6K 1.17% 47
2016
Q2 		$2.28M Sell
16,386
-143
-0.9% -$19.9K 1.04% 54
2016
Q1 		$2.17M Buy
+16,529
New +$2.19M 0.99% 54

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Univest Financial's GD Position: Q2 2026 in Review

Univest Financial reduced its General Dynamics (GD) stake by 2.3% in Q2 2026, selling an estimated $10.3K and leaving 1,247 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #210.

Univest Financial first reported a position in GD in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.25M in Q1 2018. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Univest Financial held 1,247 shares of General Dynamics worth $442K as of Q2 2026.
  • Univest Financial sold 30 General Dynamics shares in Q2 2026, an estimated $10.3K.
  • General Dynamics made up 0.02% of Univest Financial's portfolio in Q2 2026, its #210 holding.
  • Univest Financial first reported a position in General Dynamics in Q1 2016 and has held it in 28 quarters since.
  • Univest Financial's General Dynamics position peaked at $3.25M in Q1 2018.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.