WealthTrust Axiom’s Univest Financial UVSP Stock Holding History

WealthTrust Axiom’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 Q1	$350K	Hold	10,227	–	–	0.09%	180
2025 Q4	$335K	Hold	10,227	–	–	0.09%	184
2025 Q3	$307K	Hold	10,227	–	–	0.08%	187
2025 Q2	$307K	Hold	10,227	–	–	0.09%	179
2025 Q1	$290K	Hold	10,227	–	–	0.09%	191
2024 Q4	$302K	Hold	10,227	–	–	0.09%	184
2024 Q3	$288K	Hold	10,227	–	–	0.09%	190
2024 Q2	$233K	Hold	10,227	–	–	0.08%	205
2024 Q1	$213K	Hold	10,227	–	–	0.07%	223
2023 Q4	$225K	Hold	10,227	–	–	0.08%	205
2023 Q3	$178K	Sell	10,227 -207	-2%	-$3.81K	0.06%	212
2023 Q2	$189K	Buy	+10,434	New	+$204K	0.06%	225

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

WealthTrust Axiom's UVSP Position: Q1 2026 in Review

WealthTrust Axiom held its Univest Financial (UVSP) position steady in Q1 2026 at 10,227 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #180.

WealthTrust Axiom first reported a position in UVSP in Q2 2023 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

WealthTrust Axiom held 10,227 shares of Univest Financial worth $350K as of Q1 2026.
WealthTrust Axiom left its Univest Financial share count unchanged in Q1 2026.
Univest Financial made up 0.09% of WealthTrust Axiom's portfolio in Q1 2026, its #180 holding.
WealthTrust Axiom first reported a position in Univest Financial in Q2 2023 and has held it in 12 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.