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 Q2	$447K	Hold	10,227	–	–	0.1%	161
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthTrust Axiom's UVSP Position: Q2 2026 in Review

WealthTrust Axiom held its Univest Financial (UVSP) position steady in Q2 2026 at 10,227 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #161.

WealthTrust Axiom first reported a position in UVSP in Q2 2023 and has held it in 13 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

WealthTrust Axiom held 10,227 shares of Univest Financial worth $447K as of Q2 2026.
WealthTrust Axiom left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up 0.1% of WealthTrust Axiom's portfolio in Q2 2026, its #161 holding.
WealthTrust Axiom first reported a position in Univest Financial in Q2 2023 and has held it in 13 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.