Institutions / Univest Financial Corp / Activity
Activity — Univest Financial Corp
238 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908512 Common stock | $325.1K | +2K +10.05% | 18,019 0.17% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $317.9K | +1K +7.73% | 14,259 0.22% of portfolio | low |
| Q1 2026 as of | Add | 78464A201 Common stock | $316.0K | +3K +14.70% | 25,521 0.12% of portfolio | low |
| Q1 2026 as of | Add | Airbnb, Inc. Common stock | $315.8K | +3K +12.37% | 22,718 0.14% of portfolio | low |
| Q1 2026 as of | Add | Ingredion Inc Common stock | $299.8K | +3K +25.74% | 13,001 0.07% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $298.8K | +791 +0.57% | 140,274 2.60% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $297.2K | +309 +1.79% | 17,605 0.83% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $294.1K | +638 +7.47% | 9,180 0.21% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $285.7K | +1K +39.70% | 3,575 0.05% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $285.2K | +2K +29.51% | 6,596 0.06% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $280.4K | +2K +164.82% | 3,628 0.02% of portfolio | low |
| Q2 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $276.2K | +551 +1.66% | 33,810 0.83% of portfolio | low |
| Q2 2026 as of | Add | Duke Energy Corp Common stock | $262.5K | +2K +79.65% | 4,678 0.03% of portfolio | low |
| Q1 2026 as of | Add | 78463X509 Common stock | $256.5K | +5K +28.93% | 24,364 0.06% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $251.8K | +2K +9.17% | 26,075 0.15% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $250.2K | +985 +1.44% | 69,498 0.87% of portfolio | low |
| Q1 2026 as of | Add | Wec Energy Group, Inc. Common stock | $244.0K | +2K +18.41% | 13,559 0.08% of portfolio | low |
| Q1 2026 as of | Add | 78463X889 Common stock | $215.8K | +5K +5.92% | 84,519 0.19% of portfolio | low |
| Q1 2026 as of | Add | Exelon Corp Common stock | $213.9K | +4K +90.07% | 9,209 0.02% of portfolio | low |
| Q2 2026 as of | Add | The Boeing Company Common stock | $206.5K | +954 +45.45% | 3,053 0.03% of portfolio | low |
| Q1 2026 as of | Add | Resmed Inc Common stock | $196.6K | +876 +9.61% | 9,994 0.11% of portfolio | low |
| Q2 2026 as of | Add | 464287499 Common stock | $192.9K | +2K +23.85% | 9,081 0.05% of portfolio | low |
| Q2 2026 as of | Add | Southern Co Common stock | $192.3K | +2K +48.24% | 6,174 0.03% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $192.1K | +519 +1.71% | 30,870 0.56% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $179.5K | +4K +15.37% | 26,842 0.07% of portfolio | low |
| Q2 2026 as of | Add | Essential Utilities, Inc. Common stock | $178.0K | +5K +89.69% | 9,824 0.02% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $172.4K | +1K +3.19% | 47,520 0.27% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $167.1K | +292 +0.47% | 62,410 1.75% of portfolio | low |
| Q2 2026 as of | Add | 81369Y209 Common stock | $166.9K | +1K +7.72% | 14,671 0.11% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $157.6K | +446 +1.72% | 26,450 0.46% of portfolio | low |
| Q1 2026 as of | Add | TransDigm Group Inc. Common stock | $139.1K | +120 +3.55% | 3,504 0.20% of portfolio | low |
| Q2 2026 as of | Add | 78463X509 Common stock | $135.1K | +3K +10.71% | 26,974 0.07% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $133.1K | +440 +1.07% | 41,720 0.62% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $132.8K | +459 +0.13% | 357,455 5.08% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $122.9K | +838 +3.66% | 23,716 0.17% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $122.0K | +736 +9.06% | 8,864 0.07% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $120.6K | +882 +2.72% | 33,260 0.22% of portfolio | low |
| Q2 2026 as of | Add | Crh Public Ltd Co Common stock | $116.5K | +1K +5.39% | 21,289 0.11% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $110.2K | +2K +17.31% | 12,763 0.04% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $106.2K | +393 +2.76% | 14,652 0.19% of portfolio | low |
| Q2 2026 as of | Add | Moody's Corp Common stock | $103.7K | +229 +8.04% | 3,079 0.07% of portfolio | low |
| Q2 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $100.1K | +99 +32.25% | 406 0.02% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $95.5K | +227 +3.40% | 6,908 0.14% of portfolio | low |
| Q2 2026 as of | Add | Waste Management Inc Common stock | $95.4K | +428 +3.26% | 13,559 0.15% of portfolio | low |
| Q2 2026 as of | Add | 78463X889 Common stock | $94.2K | +2K +2.21% | 86,389 0.21% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $91.9K | +1K +9.21% | 17,000 0.05% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $90.7K | +277 +0.81% | 34,423 0.55% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $90.2K | +177 +2.10% | 8,606 0.22% of portfolio | low |
| Q2 2026 as of | Add | Ingredion Inc Common stock | $83.2K | +878 +6.75% | 13,879 0.06% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $81.5K | +557 +36.62% | 2,078 0.01% of portfolio | low |