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Whipplewood Advisors’s Univest Financial UVSP Stock Holding History

Whipplewood Advisors’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 		– Sell
-50
Closed -$1.71K – 1016
2026
Q1 		$1.71K Buy
+50
New +$1.69K ﹤0.01% 793
2025
Q3 		– Sell
-87
Closed -$2.61K – 1125
2025
Q2 		$2.61K Sell
87
-184
-68% -$5.36K ﹤0.01% 827
2025
Q1 		$2.47K Buy
271
+184
+211% +$5.45K ﹤0.01% 842
2024
Q4 		$2.57K Buy
+87
New +$2.59K ﹤0.01% 828

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Whipplewood Advisors's UVSP Position: Q2 2026 in Review

Whipplewood Advisors sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 50 shares — an estimated $1.71K sold.

Whipplewood Advisors first reported a position in UVSP in Q4 2024 and held it in 4 quarters. The position peaked at $2.61K in Q2 2025. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Whipplewood Advisors reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 50 Univest Financial shares in Q2 2026, an estimated $1.71K.
  • Whipplewood Advisors first reported a position in Univest Financial in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Univest Financial position peaked at $2.61K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.