Zacks Investment Management’s Univest Financial UVSP Stock Holding History

Zacks Investment Management’s Portfolio UVSP Stock Details UVSP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$294K	Sell
2025 Q2	$336K	Sell
2025 Q1	$321K	Buy
2024 Q4	$289K	Buy
2014 Q3	–	Sell
2014 Q2	$740K	Buy