RAFFA WEALTH MANAGEMENT, LLC’s Univest Financial UVSP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$1.44K	Hold	33	–	–	﹤0.01%	922
2026 Q1	$1.13K	Hold	33	–	–	﹤0.01%	913
2025 Q4	$1.08K	Hold	33	–	–	﹤0.01%	906
2025 Q3	$991	Hold	33	–	–	﹤0.01%	896
2025 Q2	$991	Hold	33	–	–	﹤0.01%	873
2025 Q1	$936	Hold	33	–	–	﹤0.01%	849
2024 Q4	$974	Hold	33	–	–	﹤0.01%	875
2024 Q3	$929	Hold	33	–	–	﹤0.01%	865
2024 Q2	$753	Hold	33	–	–	﹤0.01%	975
2024 Q1	$687	Hold	33	–	–	﹤0.01%	988
2023 Q4	$727	Hold	33	–	–	﹤0.01%	904
2023 Q3	$574	Hold	33	–	–	﹤0.01%	915
2023 Q2	$597	Hold	33	–	–	﹤0.01%	927
2023 Q1	$783	Hold	33	–	–	﹤0.01%	862
2022 Q4	$862	Hold	33	–	–	﹤0.01%	819
2022 Q3	$775	Hold	33	–	–	﹤0.01%	885
2022 Q2	$840	Hold	33	–	–	﹤0.01%	867
2022 Q1	$883	Hold	33	–	–	﹤0.01%	909
2021 Q4	$987	Hold	33	–	–	﹤0.01%	880
2021 Q3	$904	Hold	33	–	–	﹤0.01%	860
2021 Q2	$870	Hold	33	–	–	﹤0.01%	887
2021 Q1	$943	Buy	+33	New	+$837	﹤0.01%	843

Other funds holding UVSP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UVSP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Univest Financial (UVSP) position steady in Q2 2026 at 33 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UVSP in Q1 2021 and has held it in 22 quarters since. 42 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 33 shares of Univest Financial worth $1.44K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #922 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Univest Financial in Q1 2021 and has held it in 22 quarters since.
42 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.