MAI Wealth Advisors »

Univest Corp. of PA shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Univest Corp. of PA (UVSP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Univest Corp. of PA

Tip: Access up to 7 years of quarterly data

All positions including Univest Corp. of PA held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Univest Corp. of PA by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 49 30.02
2025-06-30 $10k 334 30.04
2025-03-31 $992 35 28.37
2024-12-31 $591 20 29.55

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Univest Corp. of PA

BlackRock
FMR
Dimensional Fund Advisors
Vanguard Group
Manufacturers Life Insurance Company
Pzena Investment Management
State Street Corporation
Geode Capital Management
American Century Companies
Renaissance Technologies
Univest National Bank and Trust
Leeward Investments, LLC - MA
Arrowstreet Capital, Limited Partnership
Hotchkis and Wiley Capital Management
Northern Trust

View all funds holding Univest Corp. of PA