UF
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Univest Financial’s Gartner IT Stock Holding History

Univest Financial’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,226
Closed -$1.64M – 260
2025
Q3 		$1.64M Buy
6,226
+2,062
+50% +$601K 0.09% 128
2025
Q2 		$1.68M Sell
4,164
-632
-13% -$264K 0.1% 119
2025
Q1 		$2.01M Sell
4,796
-1,751
-27% -$863K 0.13% 116
2024
Q4 		$3.17M Buy
6,547
+1,505
+30% +$776K 0.2% 92
2024
Q3 		$2.56M Buy
5,042
+4,262
+546% +$2.05M 0.17% 97
2024
Q2 		$350K Buy
+780
New +$347K 0.1% 91

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return