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Zacks Investment Management’s Univest Financial UVSP Stock Holding History

Zacks Investment 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
2025
Q4 		– Sell
-9,797
Closed -$294K – 836
2025
Q3 		$294K Sell
9,797
-1,402
-13% -$43.1K ﹤0.01% 580
2025
Q2 		$336K Sell
11,199
-105
-0.9% -$3.06K ﹤0.01% 539
2025
Q1 		$321K Buy
11,304
+1,511
+15% +$44.7K ﹤0.01% 539
2024
Q4 		$289K Buy
+9,793
New +$291K ﹤0.01% 552
2014
Q3 		– Sell
-35,772
Closed -$740K – 754
2014
Q2 		$740K Buy
+35,772
New +$714K 0.03% 322

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zacks Investment Management's UVSP Position: Q4 2025 in Review

Zacks Investment Management sold out of Univest Financial (UVSP) in Q4 2025, closing a stake of 9,797 shares — an estimated $294K sold.

Zacks Investment Management first reported a position in UVSP in Q2 2014 and held it in 5 quarters. The position peaked at $740K in Q2 2014. 197 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

  • Zacks Investment Management reported no remaining Univest Financial position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 9,797 Univest Financial shares in Q4 2025, an estimated $294K.
  • Zacks Investment Management first reported a position in Univest Financial in Q2 2014 and held it in 5 quarters.
  • Zacks Investment Management's Univest Financial position peaked at $740K in Q2 2014.
  • 197 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.