VERPA
UVV icon

Virginia Estate & Retirement Planning Advisors’s Universal Corp UVV Stock Holding History

Virginia Estate & Retirement Planning Advisors’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Hold
200
– – 0.01% 119
2026
Q1 		$10.5K Buy
+200
New +$10.8K 0.02% 94

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's UVV Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Universal Corp (UVV) position steady in Q2 2026 at 200 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #119.

Virginia Estate & Retirement Planning Advisors first reported a position in UVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.5K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 200 shares of Universal Corp worth $10.4K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #119 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Universal Corp in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Universal Corp position peaked at $10.5K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.