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 | MetLife Inc Common stock | $75.6K | +893 +3.10% | 29,741 0.12% of portfolio | low |
| Q2 2026 as of | Add | 81369Y803 Common stock | $74.9K | +393 +1.21% | 32,897 0.31% of portfolio | low |
| Q2 2026 as of | Add | Univest Financial Corp Common stock | $73.6K | +2K +0.34% | 503,433 1.08% of portfolio | low |
| Q2 2026 as of | Add | Schwab Charles Corp Common stock | $73.0K | +791 +0.81% | 98,042 0.44% of portfolio | low |
| Q2 2026 as of | Add | Prologis Inc Common stock | $70.8K | +523 +3.49% | 15,510 0.10% of portfolio | low |
| Q1 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $70.8K | +126 +1.95% | 6,590 0.18% of portfolio | low |
| Q2 2026 as of | Add | Capital One Financial Corp Common stock | $69.6K | +347 +14.37% | 2,761 0.03% of portfolio | low |
| Q2 2026 as of | Add | Morgan Stanley Common stock | $68.8K | +329 +13.41% | 2,783 0.03% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $68.3K | +238 +20.29% | 1,411 0.02% of portfolio | low |
| Q1 2026 as of | Add | Watsco, Inc. Common stock | $64.8K | +178 +4.08% | 4,539 0.08% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $61.0K | +164 +2.52% | 6,681 0.12% of portfolio | low |
| Q1 2026 as of | Add | 464288885 Common stock | $59.5K | +534 +8.77% | 6,625 0.04% of portfolio | low |
| Q2 2026 as of | Add | Snap-on Inc Common stock | $55.9K | +139 +3.76% | 3,832 0.08% of portfolio | low |
| Q2 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $54.9K | +223 +7.31% | 3,272 0.04% of portfolio | low |
| Q2 2026 as of | Add | Trane Technologies plc Common stock | $52.5K | +107 +14.80% | 830 0.02% of portfolio | low |
| Q1 2026 as of | Add | Snap-on Inc Common stock | $49.8K | +137 +3.85% | 3,693 0.07% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $48.8K | +370 +2.98% | 12,766 0.08% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $47.3K | +663 +2.43% | 27,978 0.10% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $46.2K | +396 +19.06% | 2,474 0.01% of portfolio | low |
| Q1 2026 as of | Add | RTX Corp Common stock | $45.5K | +236 +4.86% | 5,093 0.05% of portfolio | low |
| Q1 2026 as of | Add | 808524797 Common stock | $45.3K | +1K +14.08% | 11,970 0.02% of portfolio | low |
| Q2 2026 as of | Add | Allstate Corp Common stock | $43.1K | +181 +11.50% | 1,755 0.02% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $42.5K | +375 +0.83% | 45,725 0.25% of portfolio | low |
| Q1 2026 as of | Add | 46434V621 Common stock | $40.1K | +572 +5.22% | 11,539 0.04% of portfolio | low |
| Q1 2026 as of | Add | 922908736 Common stock | $35.4K | +81 +1.21% | 6,802 0.15% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $34.9K | +40 +6.40% | 665 0.03% of portfolio | low |
| Q2 2026 as of | Add | Kinder Morgan, Inc. Common stock | $34.7K | +1K +3.15% | 35,478 0.06% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $34.5K | +69 +1.29% | 5,401 0.13% of portfolio | low |
| Q2 2026 as of | Add | Cardinal Health Inc Common stock | $33.3K | +140 +6.64% | 2,249 0.03% of portfolio | low |
| Q2 2026 as of | Add | Xylem Inc. Common stock | $32.0K | +271 +3.57% | 7,872 0.05% of portfolio | low |
| Q2 2026 as of | Add | Analog Devices Inc Common stock | $29.8K | +75 +1.00% | 7,573 0.15% of portfolio | low |
| Q1 2026 as of | Add | Intel Corp Common stock | $29.5K | +669 +7.54% | 9,538 0.02% of portfolio | low |
| Q2 2026 as of | Add | McKesson Corp Common stock | $28.0K | +37 +6.07% | 647 0.02% of portfolio | low |
| Q2 2026 as of | Add | Becton Dickinson & Co Common stock | $26.8K | +177 +11.97% | 1,656 0.01% of portfolio | low |
| Q2 2026 as of | Add | 92206C714 Common stock | $26.7K | +251 +11.06% | 2,521 0.01% of portfolio | low |
| Q2 2026 as of | Add | Watsco, Inc. Common stock | $25.8K | +62 +1.37% | 4,601 0.09% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $23.8K | +129 +7.39% | 1,874 0.02% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $23.0K | +80 +1.78% | 4,574 0.06% of portfolio | low |
| Q2 2026 as of | Add | 808524797 Common stock | $21.9K | +692 +5.78% | 12,662 0.02% of portfolio | low |
| Q2 2026 as of | Add | Wec Energy Group, Inc. Common stock | $21.8K | +187 +1.38% | 13,746 0.08% of portfolio | low |
| Q2 2026 as of | Add | ConocoPhillips Common stock | $20.6K | +198 +1.55% | 12,964 0.07% of portfolio | low |
| Q2 2026 as of | Add | Norfolk Southern Corp Common stock | $18.6K | +59 +1.29% | 4,633 0.07% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $17.8K | +21 +7.34% | 307 0.01% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $14.8K | +208 +1.22% | 17,208 0.06% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $14.5K | +117 +0.26% | 45,350 0.28% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $14.2K | +97 +1.49% | 6,625 0.05% of portfolio | low |
| Q1 2026 as of | Add | Allstate Corp Common stock | $13.5K | +65 +4.31% | 1,574 0.02% of portfolio | low |
| Q2 2026 as of | Add | Agilent Technologies Inc Common stock | $12.4K | +93 +1.32% | 7,145 0.05% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $12.3K | +128 +0.47% | 27,315 0.13% of portfolio | low |
| Q2 2026 as of | Add | 92206C680 Common stock | $10.5K | +82 +3.08% | 2,742 0.02% of portfolio | low |