Institutions / Univest Financial Corp / Activity
Activity — Univest Financial Corp
238 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 464288588 Common stock | $476.5K | +5K +13.28% | 42,806 0.20% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $483.1K | +2K +5.22% | 30,351 0.48% of portfolio | low |
| Q1 2026 as of | Add | 92203J407 Common stock | $485.1K | +10K +17.20% | 68,772 0.16% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $505.0K | +10K +6.94% | 159,624 0.38% of portfolio | low |
| Q2 2026 as of | Add | Blackstone Inc Common stock | $508.8K | +4K +16.58% | 30,399 0.18% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $510.8K | +5K +3.30% | 148,493 0.78% of portfolio | low |
| Q1 2026 as of | Add | Marsh & McLennan Companies, Inc. Common stock | $531.3K | +3K +20.88% | 17,731 0.15% of portfolio | low |
| Q2 2026 as of | Add | Equinix Inc Common stock | $537.8K | +516 +8.72% | 6,431 0.33% of portfolio | low |
| Q2 2026 as of | Add | Resmed Inc Common stock | $555.8K | +3K +28.54% | 12,846 0.12% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $558.7K | +935 +2.36% | 40,527 1.19% of portfolio | low |
| Q2 2026 as of | Add | 81369Y506 Common stock | $570.1K | +11K +1.95% | 560,453 1.46% of portfolio | low |
| Q2 2026 as of | Add | 78464A201 Common stock | $586.4K | +5K +19.29% | 30,443 0.18% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $590.1K | +21K +77.16% | 47,189 0.07% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $591.9K | +1K +79.30% | 2,304 0.07% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $602.0K | +6K +24.91% | 29,397 0.15% of portfolio | low |
| Q2 2026 as of | Add | 78468R622 Common stock | $616.4K | +6K +14.42% | 50,759 0.24% of portfolio | low |
| Q1 2026 as of | Add | 78468R622 Common stock | $631.8K | +7K +17.48% | 44,363 0.21% of portfolio | low |
| Q2 2026 as of | Add | Nextera Energy Inc Common stock | $647.1K | +7K +2.19% | 344,774 1.49% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $687.2K | +10K +14.94% | 73,514 0.26% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $701.4K | +7K +4.82% | 143,747 0.75% of portfolio | low |
| Q2 2026 as of | Add | Broadridge Financial Solutions Inc Common stock | $738.8K | +5K +10.65% | 56,031 0.38% of portfolio | low |
| Q2 2026 as of | Add | 464288588 Common stock | $739.9K | +8K +18.29% | 50,634 0.23% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $740.7K | +1K +2.11% | 63,725 1.76% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $742.0K | +1K +13.15% | 12,782 0.31% of portfolio | low |
| Q1 2026 as of | Add | Dynatrace, Inc. Common stock | $778.2K | +21K +75.25% | 49,010 0.09% of portfolio | low |
| Q2 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $782.3K | +1K +22.55% | 8,076 0.21% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $782.7K | +7K +37.52% | 27,439 0.14% of portfolio | low |
| Q1 2026 as of | Add | Equinix Inc Common stock | $819.5K | +836 +16.46% | 5,915 0.28% of portfolio | low |
| Q1 2026 as of | Add | ExlService Holdings Inc Common stock | $824.9K | +27K +27.36% | 126,092 0.19% of portfolio | low |
| Q2 2026 as of | Add | Dynatrace, Inc. Common stock | $826.8K | +19K +38.42% | 67,839 0.15% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $829.1K | +7K +700.00% | 7,928 0.05% of portfolio | low |
| Q2 2026 as of | Add | Intuitive Surgical Inc Common stock | $839.5K | +2K +23.00% | 11,291 0.22% of portfolio | low |
| Q2 2026 as of | Add | Intuit Inc. Common stock | $854.0K | +3K +54.76% | 9,247 0.12% of portfolio | low |
| Q2 2026 as of | Add | BlackRock, Inc. Common stock | $863.5K | +898 +5.10% | 18,503 0.87% of portfolio | low |
| Q2 2026 as of | Add | Caseys General Stores Inc Common stock | $876.6K | +1K +12.63% | 9,834 0.38% of portfolio | low |
| Q2 2026 as of | Add | Airbnb, Inc. Common stock | $900.8K | +6K +27.71% | 29,013 0.20% of portfolio | low |
| Q1 2026 as of | Add | United Rentals Inc Common stock | $915.8K | +1K +8.62% | 15,838 0.57% of portfolio | low |
| Q2 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $917.7K | +5K +9.41% | 62,785 0.52% of portfolio | low |
| Q2 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $986.5K | +2K +28.12% | 9,049 0.22% of portfolio | low |
| Q2 2026 as of | Add | TransDigm Group Inc. Common stock | $1.01M | +759 +21.66% | 4,263 0.28% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $1.06M | +2K +16.10% | 14,840 0.37% of portfolio | low |
| Q2 2026 as of | Add | Synopsys Inc Common stock | $1.06M | +2K +7.77% | 32,936 0.72% of portfolio | low |
| Q2 2026 as of | Add | Intercontinental Exchange, Inc. Common stock | $1.07M | +9K +23.63% | 45,554 0.28% of portfolio | low |
| Q2 2026 as of | Add | ExlService Holdings Inc Common stock | $1.07M | +41K +32.90% | 167,574 0.21% of portfolio | low |
| Q2 2026 as of | Add | Parker-Hannifin Corp Common stock | $1.09M | +1K +21.29% | 6,359 0.31% of portfolio | low |
| Q2 2026 as of | Add | ServiceNow Inc Common stock | $1.13M | +11K +41.44% | 38,809 0.19% of portfolio | low |
| Q2 2026 as of | Add | Ecolab Inc. Common stock | $1.17M | +4K +19.84% | 25,343 0.35% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $1.17M | +3K +82.83% | 5,975 0.13% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $1.20M | +3K +1.41% | 241,488 4.24% of portfolio | low |
| Q2 2026 as of | Add | EMCOR Group Inc Common stock | $1.24M | +1K +16.85% | 10,374 0.42% of portfolio | low |