Vise Technologies’s Univest Financial UVSP Stock Holding History

Vise Technologies’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 Q3	$372K	Buy	+9,072	New	+$390K	﹤0.01%	1558

Other funds holding UVSP

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies's UVSP Position: Q3 2026 in Review

Vise Technologies opened a new position in Univest Financial (UVSP) in Q3 2026: 9,072 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings.

52 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Vise Technologies held 9,072 shares of Univest Financial worth $372K as of Q3 2026.
Univest Financial was a new Vise Technologies position in Q3 2026.
Univest Financial made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1558 holding.
52 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.