UF
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Univest Financial’s Lamb Weston LW Stock Holding History

Univest Financial’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,036
Closed -$1.33M – 281
2025
Q1 		$1.33M Sell
25,036
-1,765
-7% -$100K 0.09% 142
2024
Q4 		$1.79M Sell
26,801
-17,358
-39% -$1.3M 0.11% 123
2024
Q3 		$2.86M Buy
44,159
+40,095
+987% +$2.65M 0.19% 92
2024
Q2 		$342K Buy
4,064
+1,797
+79% +$153K 0.09% 93
2024
Q1 		$242K Buy
+2,267
New +$236K 0.07% 115

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Univest Financial's LW Position: Q2 2025 in Review

Univest Financial sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 25,036 shares — an estimated $1.33M sold.

Univest Financial first reported a position in LW in Q1 2024 and held it in 5 quarters. The position peaked at $2.86M in Q3 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Univest Financial reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 25,036 Lamb Weston shares in Q2 2025, an estimated $1.33M.
  • Univest Financial first reported a position in Lamb Weston in Q1 2024 and held it in 5 quarters.
  • Univest Financial's Lamb Weston position peaked at $2.86M in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.