VOYA Investment Management’s Univest Financial UVSP Stock Holding History

VOYA Investment Management’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
2025 Q3	–	Sell	-9,287	Closed	-$279K	–	2650
2025 Q2	$279K	Buy	9,287 +98	+1%	+$2.85K	﹤0.01%	2184
2025 Q1	$261K	Sell	9,189 -854	-9%	-$25.3K	﹤0.01%	2194
2024 Q4	$296K	Sell	10,043 -878	-8%	-$26.1K	﹤0.01%	2196
2024 Q3	$307K	Sell	10,921 -277	-2%	-$7.38K	﹤0.01%	2253
2024 Q2	$256K	Buy	11,198 +262	+2%	+$5.54K	﹤0.01%	2339
2024 Q1	$228K	Sell	10,936 -2,457	-18%	-$49.9K	﹤0.01%	2395
2023 Q4	$295K	Sell	13,393 -56	-0.4%	-$1.05K	﹤0.01%	2358
2023 Q3	$234K	Buy	13,449 +360	+3%	+$6.63K	﹤0.01%	2454
2023 Q2	$237K	Buy	13,089 +788	+6%	+$15.4K	﹤0.01%	2500
2023 Q1	$292K	Sell	12,301 -188	-2%	-$4.98K	﹤0.01%	2343
2022 Q4	$326K	Hold	12,489	–	–	﹤0.01%	2274
2022 Q3	$293K	Hold	12,489	–	–	﹤0.01%	2368
2022 Q2	$318K	Hold	12,489	–	–	﹤0.01%	2137
2022 Q1	$334K	Sell	12,489 -266	-2%	-$7.82K	﹤0.01%	2124
2021 Q4	$382K	Buy	12,755 +256	+2%	+$7.45K	﹤0.01%	2169
2021 Q3	$342K	Hold	12,499	–	–	﹤0.01%	2271
2021 Q2	$330K	Sell	12,499 -1,568	-11%	-$44K	﹤0.01%	2330
2021 Q1	$402K	Buy	14,067 +648	+5%	+$16.4K	﹤0.01%	2154
2020 Q4	$276K	Buy	13,419 +2,382	+22%	+$42.7K	﹤0.01%	2239
2020 Q3	$159K	Hold	11,037	–	–	﹤0.01%	2229
2020 Q2	$178K	Sell	11,037 -4,826	-30%	-$77.4K	﹤0.01%	2190
2020 Q1	$259K	Buy	15,863 +174	+1%	+$3.98K	﹤0.01%	1995
2019 Q4	$420K	Buy	15,689 +1,578	+11%	+$40.8K	﹤0.01%	1989
2019 Q3	$360K	Hold	14,111	–	–	﹤0.01%	1942
2019 Q2	$371K	Buy	14,111 +294	+2%	+$7.38K	﹤0.01%	1964
2019 Q1	$338K	Sell	13,817 -547	-4%	-$13.4K	﹤0.01%	1994
2018 Q4	$310K	Buy	14,364 +693	+5%	+$16.9K	﹤0.01%	2006
2018 Q3	$362K	Hold	13,671	–	–	﹤0.01%	2040
2018 Q2	$376K	Sell	13,671 -962	-7%	-$27.6K	﹤0.01%	2002
2018 Q1	$405K	Sell	14,633 -586	-4%	-$16.4K	﹤0.01%	1931
2017 Q4	$427K	Sell	15,219 -920	-6%	-$27.2K	﹤0.01%	1941
2017 Q3	$516K	Hold	16,139	–	–	﹤0.01%	1860
2017 Q2	$483K	Buy	16,139 +1,179	+8%	+$33.8K	﹤0.01%	1857
2017 Q1	$387K	Hold	14,960	–	–	﹤0.01%	1877
2016 Q4	$462K	Hold	14,960	–	–	﹤0.01%	1789
2016 Q3	$349	Hold	14,960	–	–	﹤0.01%	1951
2016 Q2	$314K	Hold	14,960	–	–	﹤0.01%	2005
2016 Q1	$292K	Hold	14,960	–	–	﹤0.01%	2011
2015 Q4	$312K	Hold	14,960	–	–	﹤0.01%	2036
2015 Q3	$288K	Hold	14,960	–	–	﹤0.01%	2060
2015 Q2	$305K	Hold	14,960	–	–	﹤0.01%	2255
2015 Q1	$296K	Hold	14,960	–	–	﹤0.01%	2229
2014 Q4	$303K	Hold	14,960	–	–	﹤0.01%	2259
2014 Q3	$281K	Hold	14,960	–	–	﹤0.01%	2305
2014 Q2	$310K	Hold	14,960	–	–	﹤0.01%	2331
2014 Q1	$307K	Hold	14,960	–	–	﹤0.01%	2310
2013 Q4	$309K	Hold	14,960	–	–	﹤0.01%	2293
2013 Q3	$282K	Hold	14,960	–	–	﹤0.01%	2328
2013 Q2	$285K	Buy	+14,960	New	+$265K	﹤0.01%	2285

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VOYA Investment Management's UVSP Position: Q3 2025 in Review

VOYA Investment Management sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 9,287 shares — an estimated $279K sold.

VOYA Investment Management first reported a position in UVSP in Q2 2013 and held it in 49 quarters. The position peaked at $516K in Q3 2017. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

VOYA Investment Management reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
VOYA Investment Management sold 9,287 Univest Financial shares in Q3 2025, an estimated $279K.
VOYA Investment Management first reported a position in Univest Financial in Q2 2013 and held it in 49 quarters.
VOYA Investment Management's Univest Financial position peaked at $516K in Q3 2017.
185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on VOYA Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.