WCM
UVSP icon

Wedge Capital Management’s Univest Financial UVSP Stock Holding History

Wedge Capital 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
2026
Q2 		$1M Sell
22,875
-3,797
-14% -$149K 0.02% 408
2026
Q1 		$914K Sell
26,672
-172
-0.6% -$5.82K 0.02% 440
2025
Q4 		$879K Sell
26,844
-252
-0.9% -$7.89K 0.02% 439
2025
Q3 		$813K Buy
27,096
+259
+1% +$7.95K 0.01% 453
2025
Q2 		$806K Buy
26,837
+40
+0.1% +$1.17K 0.01% 454
2025
Q1 		$760K Buy
26,797
+3,558
+15% +$105K 0.01% 455
2024
Q4 		$686K Sell
23,239
-724
-3% -$21.5K 0.01% 453
2024
Q3 		$674K Sell
23,963
-4,129
-15% -$110K 0.01% 448
2024
Q2 		$641K Sell
28,092
-3,925
-12% -$82.9K 0.01% 442
2024
Q1 		$667K Buy
32,017
+8,449
+36% +$172K 0.01% 443
2023
Q4 		$519K Buy
23,568
+2,448
+12% +$45.9K 0.01% 437
2023
Q3 		$367K Sell
21,120
-32,682
-61% -$602K 0.01% 455
2023
Q2 		$973K Buy
+53,802
New +$1.05M 0.02% 456
2015
Q2 		– Sell
-49,500
Closed -$980K – 626
2015
Q1 		$980K Buy
49,500
+1,100
+2% +$21.2K 0.01% 329
2014
Q4 		$980K Sell
48,400
-2,000
-4% -$39.7K 0.01% 339
2014
Q3 		$945K Buy
50,400
+1,100
+2% +$21.4K 0.01% 339
2014
Q2 		$1.02M Sell
49,300
-2,100
-4% -$41.9K 0.01% 329
2014
Q1 		$1.05M Buy
+51,400
New +$998K 0.01% 318

Other funds holding UVSP

Assenagon Asset Management
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
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wedge Capital Management's UVSP Position: Q2 2026 in Review

Wedge Capital Management reduced its Univest Financial (UVSP) stake by 14% in Q2 2026, selling an estimated $149K and leaving 22,875 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #408.

Wedge Capital Management first reported a position in UVSP in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2014. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Wedge Capital Management held 22,875 shares of Univest Financial worth $1M as of Q2 2026.
  • Wedge Capital Management sold 3,797 Univest Financial shares in Q2 2026, an estimated $149K.
  • Univest Financial made up 0.02% of Wedge Capital Management's portfolio in Q2 2026, its #408 holding.
  • Wedge Capital Management first reported a position in Univest Financial in Q1 2014 and has held it in 18 quarters since.
  • Wedge Capital Management's Univest Financial position peaked at $1.05M in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.