Institutions / Univest Financial Corp / Activity
Activity — Univest Financial Corp
502 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 78464A821 Common stock | $-19.15M | -200K -62.19% | 121,342 0.57% of portfolio | medium |
| Q1 2026 as of | Trim | 78464A649 Common stock | $-16.88M | -659K -21.42% | 2,415,915 3.04% of portfolio | medium |
| Q2 2026 as of | Add | 921910816 Common stock | $13.73M | +156K +397.30% | 195,558 0.84% of portfolio | medium |
| Q1 2026 as of | Add | 921910816 Common stock | $11.20M | +30K +344.34% | 39,324 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-10.23M | -77K -70.31% | 32,504 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | 78468R663 Common stock | $-8.69M | -95K -85.26% | 16,380 0.07% of portfolio | medium |
| Q1 2026 as of | Trim | Micron Technology Inc Common stock | $-8.29M | -25K -27.38% | 65,083 1.08% of portfolio | medium |
| Q1 2026 as of | New | Broadridge Financial Solutions Inc Common stock | $8.23M | +51K | 50,636 0.40% of portfolio | medium |
| Q2 2026 as of | Add | 46434V613 Common stock | $8.19M | +177K +16.11% | 1,278,847 2.90% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-8.09M | -28K -10.57% | 238,130 3.36% of portfolio | medium |
| Q1 2026 as of | Trim | 78468R853 Common stock | $-8.03M | -166K -61.68% | 103,204 0.24% of portfolio | medium |
| Q1 2026 as of | Add | 78464A854 Common stock | $7.83M | +102K +6.00% | 1,807,986 6.79% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $7.65M | +21K +13.30% | 176,049 3.20% of portfolio | medium |
| Q1 2026 as of | Trim | SS&C Technologies Holdings, Inc. Common stock | $-7.60M | -112K -80.35% | 27,488 0.09% of portfolio | medium |
| Q1 2026 as of | Add | Fair Isaac Corp Common stock | $7.37M | +7K +148.16% | 11,557 0.61% of portfolio | medium |
| Q2 2026 as of | Trim | 78464A821 Common stock | $-6.77M | -60K -49.75% | 60,974 0.34% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-6.52M | -44K -76.54% | 13,619 0.10% of portfolio | medium |
| Q1 2026 as of | Add | Synopsys Inc Common stock | $6.28M | +16K +107.55% | 30,562 0.59% of portfolio | medium |
| Q2 2026 as of | Trim | 78468R853 Common stock | $-5.11M | -89K -85.83% | 14,626 0.04% of portfolio | medium |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-4.86M | -14K -25.79% | 40,954 0.69% of portfolio | low |
| Q1 2026 as of | Add | 46434V613 Common stock | $4.83M | +105K +10.50% | 1,101,390 2.50% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $4.56M | +22K +9.07% | 263,495 2.69% of portfolio | low |
| Q1 2026 as of | Add | 78464A409 Common stock | $4.50M | +46K +40.50% | 159,312 0.77% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $4.48M | +11K +29.56% | 46,126 0.96% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y308 Common stock | $-4.34M | -53K -68.92% | 23,892 0.10% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $4.29M | +16K +46.81% | 49,671 0.66% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $4.27M | +24K +8.39% | 316,215 2.71% of portfolio | low |
| Q1 2026 as of | Trim | Regeneron Pharmaceuticals, Inc. Common stock | $-4.01M | -5K -26.77% | 14,206 0.54% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-3.99M | -16K -4.22% | 356,996 4.45% of portfolio | low |
| Q1 2026 as of | Trim | Univest Financial Corp Common stock | $-3.97M | -116K -18.75% | 501,751 0.84% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $3.79M | +13K +19.09% | 78,155 1.16% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $3.62M | +15K +124.09% | 26,895 0.32% of portfolio | low |
| Q1 2026 as of | Add | American Tower Corp Common stock | $3.55M | +21K +46.20% | 65,143 0.55% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y407 Common stock | $-3.46M | -32K -73.44% | 11,470 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Micron Technology Inc Common stock | $-3.32M | -3K -4.42% | 62,206 3.52% of portfolio | low |
| Q1 2026 as of | Trim | Roper Technologies Inc Common stock | $-3.16M | -9K -73.48% | 3,222 0.06% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $2.82M | +33K +481.40% | 39,547 0.17% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $2.82M | +14K +4.46% | 330,307 3.24% of portfolio | low |
| Q1 2026 as of | Trim | 922908553 Common stock | $-2.81M | -32K -68.90% | 14,280 0.06% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $2.70M | +7K +4.11% | 183,288 3.36% of portfolio | low |
| Q2 2026 as of | Add | Fair Isaac Corp Common stock | $2.67M | +2K +19.33% | 13,791 0.81% of portfolio | low |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $2.61M | +22K +72.77% | 52,495 0.30% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-2.54M | -41K -7.01% | 549,718 1.65% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-2.51M | -7K -19.11% | 29,814 0.52% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $2.46M | +13K +29.03% | 58,676 0.54% of portfolio | low |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-2.41M | -3K -8.16% | 37,614 1.33% of portfolio | low |
| Q2 2026 as of | Exit | Pool Corp Common stock | $-2.35M | -12K -100.00% | 0 | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $2.27M | +11K +61.00% | 30,185 0.29% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $2.25M | +26K +1.42% | 1,833,570 7.91% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $2.10M | +3K +70.93% | 6,769 0.25% of portfolio | low |