13F Filings History of UNIVEST FINANCIAL Corp

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$1,886,198,403
Signature - Title
Beth Nauman - Compliance Trust Officer
Location
Souderton, PA
Summary
This page shows a list of all the recent 13F filings made by UNIVEST FINANCIAL Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UNIVEST FINANCIAL Corp reported 256 stock holdings with total value $1,886,198,403 as of Q4 2025. Top holdings included VXUS, SPYM, AAPL, GOOGL, and SPAB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 256 $1,886,198,403 +$124,906,955 -$71,624,922 +$53,282,033 VXUS, SPYM, AAPL, GOOGL, SPAB 13F-HR 03 Feb 2026, 21:26
Q3 2025 260 $1,787,159,302 +$76,309,381 -$77,733,257 -$1,423,876 VXUS, SPLG, AAPL, MSFT, SPAB 13F-HR 30 Oct 2025, 15:40
Q2 2025 266 $1,666,657,869 +$102,710,624 -$87,791,792 +$14,918,832 VXUS, SPLG, MSFT, AAPL, SPAB 13F-HR 04 Aug 2025, 13:42
Q1 2025 275 $1,530,640,844 +$149,513,444 -$151,993,868 -$2,480,424 VXUS, SPLG, AAPL, SPAB, MSFT 13F-HR 08 May 2025, 15:37
Q4 2024 272 $1,585,236,029 +$187,789,044 -$101,545,155 +$86,243,889 VXUS, SPLG, AAPL, MSFT, SPAB 13F-HR 11 Feb 2025, 17:55
Q3 2024 280 $1,517,942,062 +$1,149,955,859 -$9,394,860 +$1,140,560,999 VXUS, AAPL, SPLG, MSFT, SPAB 13F-HR 14 Nov 2024, 13:48
Q2 2024 133 $360,005,030 +$15,046,147 -$13,025,877 +$2,020,270 VXUS, VOO, AAPL, MSFT, GOOGL 13F-HR 05 Aug 2024, 17:21
Q1 2024 131 $355,314,954 +$36,853,730 -$37,089,544 -$235,814 VXUS, VOO, MSFT, AAPL, AMZN 13F-HR 08 May 2024, 10:14
Q4 2023 118 $338,137,626 +$15,700,150 -$13,325,648 +$2,374,502 VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 06 Feb 2024, 17:21
Q3 2023 107 $299,586,972 +$10,729,052 -$27,317,068 -$16,588,016 VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 07 Nov 2023, 20:22
Q2 2023 118 $330,562,161 +$23,384,774 -$29,377,815 -$5,993,041 VXUS, VOO, AAPL, MSFT, AMZN 13F-HR 07 Aug 2023, 21:31
Q1 2023 105 $320,410,841 +$21,362,146 -$35,154,045 -$13,791,899 VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 08 May 2023, 17:21
Q4 2022 105 $317,518,918 +$19,630,799 -$32,931,110 -$13,300,311 VXUS, VOO, UVSP, XLE, MSFT 13F-HR 09 Feb 2023, 20:48
Q3 2022 100 $305,672,000 +$61,992,209 -$35,955,232 +$26,036,977 VXUS, VOO, BND, UVSP, XLE 13F-HR 03 Nov 2022, 18:27
Q2 2022 100 $306,567,000 +$14,574,212 -$6,952,955 +$7,621,257 VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 05 Aug 2022, 13:45
Q1 2022 114 $354,963,000 +$48,855,366 -$66,060,978 -$17,205,612 VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 04 May 2022, 21:44
Q4 2021 112 $392,668,000 +$14,188,410 -$10,395,782 +$3,792,628 VXUS, VOO, UVSP, AAPL, MSFT 13F-HR 07 Feb 2022, 20:28
Q3 2021 109 $358,141,000 +$3,616,213 -$5,988,366 -$2,372,153 VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 12 Nov 2021, 10:24
Q2 2021 109 $364,252,000 +$7,275,373 -$16,552,277 -$9,276,904 VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 19 Jul 2021, 19:25
Q1 2021 103 $354,777,000 +$38,533,829 -$49,825,519 -$11,291,690 VXUS, VOO, UVSP, JNJ, MSFT 13F-HR 14 Apr 2021, 13:40
Q4 2020 106 $344,547,000 +$15,254,391 -$25,307,338 -$10,052,947 VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 15 Jan 2021, 19:51
Q3 2020 101 $315,958,000 +$9,513,961 -$9,538,570 -$24,609 VXUS, VOO, JNJ, AAPL, UVSP 13F-HR 13 Oct 2020, 12:11
Q2 2020 98 $303,034,000 +$38,413,514 -$27,316,611 +$11,096,903 VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 08 Jul 2020, 17:56
Q1 2020 106 $251,937,000 +$120,984,767 -$47,818,775 +$73,165,992 VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 05 May 2020, 17:11
Q4 2019 100 $96,239,000 $0 $0 $0 UVSP, AVGO, BBT, DFS, HRS 13F-HR 14 Jan 2020, 17:10
Q3 2019 109 $311,864,000 +$2,991,118 -$7,854,419 -$4,863,301 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 06 Nov 2019, 17:03
Q2 2019 108 $315,983,000 +$3,049,610 -$3,614,887 -$565,277 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 12 Jul 2019, 16:51
Q1 2019 114 $305,150,000 +$24,528,890 -$19,901,516 +$4,627,374 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 09 Apr 2019, 10:04
Q4 2018 112 $271,409,000 +$31,257,371 -$46,006,688 -$14,749,317 VXUS, VOO, UVSP, JNJ, XLU 13F-HR 25 Jan 2019, 18:39
Q3 2018 108 $327,875,000 +$73,831,620 -$8,450,636 +$65,380,984 VXUS, VOO, UVSP, JNJ, JANUS HENDERSON ENTERPRISE A 13F-HR 09 Oct 2018, 20:37
Q2 2018 98 $249,640,000 +$29,041,362 -$13,244,453 +$15,796,909 UVSP, JNJ, Janus Henderson Enterprise A, NKE, AAPL 13F-HR 17 Jul 2018, 15:09
Q1 2018 93 $231,162,000 +$11,330,904 -$23,879,113 -$12,548,209 UVSP, JNJ, HRS, AAPL, TEL 13F-HR 18 Apr 2018, 17:47
Q4 2017 94 $248,413,000 +$3,157,670 -$5,256,028 -$2,098,358 UVSP, JNJ, JPM, AAPL, XLU 13F-HR 22 Jan 2018, 14:09
Q3 2017 92 $236,971,000 +$9,609,304 -$21,274,675 -$11,665,371 UVSP, JNJ, XLU, PNC, JPM 13F-HR 13 Oct 2017, 17:02
Q2 2017 92 $237,610,000 +$3,661,150 -$4,693,729 -$1,032,579 UVSP, JNJ, PNC, XLU, AAPL 13F-HR 28 Jul 2017, 16:39
Q1 2017 92 $228,530,000 +$17,249,399 -$29,644,865 -$12,395,466 UVSP, JNJ, PNC, DIS, XLU 13F-HR 11 Apr 2017, 16:38
Q4 2016 100 $236,080,000 +$20,838,334 -$15,068,994 +$5,769,340 UVSP, JNJ, XLU, PNC, JPM 13F-HR 13 Jan 2017, 17:27
Q3 2016 89 $220,833,000 +$5,099,265 -$9,290,529 -$4,191,264 UVSP, JNJ, XLU, AAPL, AVGO 13F-HR 31 Oct 2016, 15:31
Q2 2016 94 $219,310,000 +$970,469 -$5,928,223 -$4,957,754 UVSP, JNJ, XLU, ABBV, AVGO 13F-HR 18 Jul 2016, 21:34
Q1 2016 94 $219,768,000 +$23,260,860 -$24,028,602 -$767,742 UVSP, JNJ, XLU, AAPL, AVGO 13F-HR 14 Apr 2016, 19:17
Q4 2015 93 $219,115,000 +$17,084,503 -$11,555,140 +$5,529,363 UVSP, JNJ, HD, BRCM, AAPL 13F-HR 20 Jan 2016, 19:03
Q3 2015 86 $204,330,000 +$11,626,737 -$12,119,985 -$493,248 UVSP, JNJ, AAPL, DIS, HD 13F-HR 22 Oct 2015, 18:33
Q2 2015 87 $217,723,000 +$5,759,334 -$10,153,337 -$4,394,003 UVSP, JNJ, AAPL, DIS, AET 13F-HR 16 Jul 2015, 07:20
Q1 2015 88 $222,658,000 +$17,227,760 -$16,856,056 +$371,704 UVSP, JNJ, AAPL, DIS, XLU 13F-HR 30 Apr 2015, 09:00
Q4 2014 84 $228,314,000 +$11,467,986 -$7,297,417 +$4,170,569 UVSP, JNJ, AAPL, XLU, PNC 13F-HR 19 Feb 2015, 16:51
Q3 2014 82 $213,297,000 +$13,456,730 -$11,043,489 +$2,413,241 UVSP, JNJ, AAPL, XLU, PNC 13F-HR 06 Nov 2014, 17:23
Q2 2014 81 $212,487,000 +$18,641,490 -$7,053,992 +$11,587,498 UVSP, AAPL, XLU, DIS, BRCM 13F-HR 30 Jul 2014, 18:30
Q1 2014 78 $200,507,000 +$15,166,629 -$19,390,496 -$4,223,867 UVSP, XLU, JPM, WFC, DIS 13F-HR 02 May 2014, 15:23
Q4 2013 79 $202,808,000 $0 $0 $0 UVSP, XLU, GOOGL, JPM, WFC 13F-HR 07 Feb 2014, 15:40