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Wealthspire Advisors (New York)’s Universal Corp UVV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-36
Closed -$2.01K – 2811
2025
Q3 		$2.01K Buy
+36
New +$1.99K ﹤0.01% 2614

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s UVV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 36 shares — an estimated $2.01K sold.

Wealthspire Advisors (New York) first reported a position in UVV in Q3 2025 and held it in 1 quarter. The position peaked at $2.01K in Q3 2025. 227 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 36 Universal Corp shares in Q4 2025, an estimated $2.01K.
  • Wealthspire Advisors (New York) first reported a position in Universal Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Universal Corp position peaked at $2.01K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.