UNIVEST FINANCIAL Corp
Top Portfolio Positions
181 positions ·
$1,139,982,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
356,996 | $90,602,014 | 7.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
238,130 | $68,476,661 | 6.01% | |
| MSFT |
Microsoft Corp
Technology
|
176,049 | $65,168,057 | 5.72% | |
| NVDA |
Nvidia Corp
Technology
|
316,215 | $55,147,895 | 4.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
263,495 | $54,878,102 | 4.81% | |
| AVGO |
Broadcom Inc.
Technology
|
139,483 | $43,171,382 | 3.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
62,410 | $35,706,632 | 3.13% | |
| NEE |
Nextera Energy Inc
Utilities
|
337,401 | $31,337,803 | 2.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
32,445 | $29,841,937 | 2.62% | |
| V |
Visa Inc.
Financial Services
|
78,155 | $23,621,566 | 2.07% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UVSP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,189,988 | 501,751 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $20,217,799 | 617,526 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $15,169,795 | 505,323 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $15,110,119 | 503,000 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $14,763,647 | 520,580 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $15,694,243 | 531,828 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,954,945 | 531,448 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,228,091 | 404,209 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $8,442,322 | 405,491 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,586,662 | 435,164 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $9,011,494 | 518,498 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,404,546 | 520,163 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,770,790 | 495,821 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,329,042 | 510,105 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $12,344,445 | 525,743 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $13,414,994 | 527,319 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $14,219,032 | 531,354 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $16,222,384 | 542,192 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $14,874,331 | 543,057 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,361,658 | 582,543 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $17,046,530 | 596,241 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $12,317,129 | 598,500 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $8,575,971 | 596,797 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $9,615,194 | 595,737 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $9,740,460 | 596,842 | Shares | Other | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||