UNIVEST FINANCIAL Corp

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$360M
Signature - Title
Beth Nauman - Compliance Trust Officer
Location
14 North Main Street, Po Box 197, Souderton, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 133 $360M +$15M -$13M +$2.02M VXUS, VOO, AAPL, MSFT, GOOGL 13F-HR 8/5/2024, 05:21 PM
Q1 2024 131 $355M +$36.9M -$37.1M -$236K VXUS, VOO, MSFT, AAPL, AMZN 13F-HR 5/8/2024, 10:14 AM
Q4 2023 118 $338M +$15.7M -$13.3M +$2.37M VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 2/6/2024, 05:21 PM
Q3 2023 107 $300M +$10.7M -$27.3M -$16.6M VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 11/7/2023, 08:22 PM
Q2 2023 118 $331M +$23.4M -$29.4M -$5.99M VXUS, VOO, AAPL, MSFT, AMZN 13F-HR 8/7/2023, 09:31 PM
Q1 2023 105 $320M +$21.4M -$35.2M -$13.8M VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 5/8/2023, 05:21 PM
Q4 2022 105 $318M +$19.6M -$32.9M -$13.3M VXUS, VOO, UVSP, XLE, MSFT 13F-HR 2/9/2023, 08:48 PM
Q3 2022 100 $306M +$62M -$36M +$26M VXUS, VOO, BND, UVSP, XLE 13F-HR 11/3/2022, 06:27 PM
Q2 2022 100 $307M +$14.6M -$6.95M +$7.62M VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 8/5/2022, 01:45 PM
Q1 2022 114 $355M +$48.9M -$66.1M -$17.2M VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 5/4/2022, 09:44 PM
Q4 2021 112 $393M +$14.2M -$10.4M +$3.79M VXUS, VOO, UVSP, AAPL, MSFT 13F-HR 2/7/2022, 08:28 PM
Q3 2021 109 $358M +$3.62M -$5.99M -$2.37M VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 11/12/2021, 10:24 AM
Q2 2021 109 $364M +$7.28M -$16.6M -$9.28M VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 7/19/2021, 07:25 PM
Q1 2021 103 $355M +$38.5M -$49.8M -$11.3M VXUS, VOO, UVSP, JNJ, MSFT 13F-HR 4/14/2021, 01:40 PM
Q4 2020 106 $345M +$15.3M -$25.3M -$10.1M VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 1/15/2021, 07:51 PM
Q3 2020 101 $316M +$9.51M -$9.54M -$24.6K VXUS, VOO, JNJ, AAPL, UVSP 13F-HR 10/13/2020, 12:11 PM
Q2 2020 98 $303M +$38.4M -$27.3M +$11.1M VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 7/8/2020, 05:56 PM
Q1 2020 106 $252M +$121M -$47.8M +$73.2M VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 5/5/2020, 05:11 PM
Q4 2019 100 $96.2M $0 $0 UVSP, AVGO, BBT, DFS, HRS 13F-HR 1/14/2020, 05:10 PM
Q3 2019 109 $312M +$2.99M -$7.85M -$4.86M VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 11/6/2019, 05:03 PM
Q2 2019 108 $316M +$3.05M -$3.61M -$565K VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 7/12/2019, 04:51 PM
Q1 2019 114 $305M +$24.5M -$19.9M +$4.63M VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 4/9/2019, 10:04 AM
Q4 2018 112 $271M +$31.3M -$46M -$14.7M VXUS, VOO, UVSP, JNJ, XLU 13F-HR 1/25/2019, 06:39 PM
Q3 2018 108 $328M +$73.8M -$8.45M +$65.4M VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 10/9/2018, 08:37 PM
Q2 2018 98 $250M +$29M -$13.2M +$15.8M UVSP, JNJ, NKE, AAPL, HD 13F-HR 7/17/2018, 03:09 PM
Q1 2018 93 $231M +$11.3M -$23.9M -$12.5M UVSP, JNJ, HRS, AAPL, TEL 13F-HR 4/18/2018, 05:47 PM
Q4 2017 94 $248M +$3.16M -$5.26M -$2.1M UVSP, JNJ, JPM, AAPL, XLU 13F-HR 1/22/2018, 02:09 PM
Q3 2017 92 $237M +$9.61M -$21.3M -$11.7M UVSP, JNJ, XLU, PNC, JPM 13F-HR 10/13/2017, 05:02 PM
Q2 2017 92 $238M +$3.66M -$4.69M -$1.03M UVSP, JNJ, PNC, XLU, AAPL 13F-HR 7/28/2017, 04:39 PM
Q1 2017 92 $229M +$17.2M -$29.6M -$12.4M UVSP, JNJ, PNC, DIS, XLU 13F-HR 4/11/2017, 04:38 PM
Q4 2016 100 $236M +$20.8M -$15.1M +$5.77M UVSP, JNJ, XLU, PNC, JPM 13F-HR 1/13/2017, 05:27 PM
Q3 2016 89 $221M +$5.1M -$9.29M -$4.19M UVSP, JNJ, XLU, AAPL, AVGO 13F-HR 10/31/2016, 03:31 PM
Q2 2016 94 $219M +$970K -$5.93M -$4.96M UVSP, JNJ, XLU, ABBV, AVGO 13F-HR 7/18/2016, 09:34 PM
Q1 2016 94 $220M +$23.3M -$24M -$768K UVSP, JNJ, XLU, AAPL, AVGO 13F-HR 4/14/2016, 07:17 PM
Q4 2015 93 $219M +$17.1M -$11.6M +$5.53M UVSP, JNJ, HD, BRCM, AAPL 13F-HR 1/20/2016, 07:03 PM
Q3 2015 86 $204M +$11.6M -$12.1M -$493K UVSP, JNJ, AAPL, DIS, NKE 13F-HR 10/22/2015, 06:33 PM
Q2 2015 87 $218M +$5.76M -$10.2M -$4.39M UVSP, JNJ, AAPL, DIS, AET 13F-HR 7/16/2015, 07:20 AM
Q1 2015 88 $223M +$17.2M -$16.9M +$372K UVSP, JNJ, AAPL, DIS, XLU 13F-HR 4/30/2015, 09:00 AM
Q4 2014 84 $228M +$11.5M -$7.3M +$4.17M UVSP, JNJ, AAPL, XLU, PNC 13F-HR 2/19/2015, 04:51 PM
Q3 2014 82 $213M +$13.5M -$11M +$2.41M UVSP, JNJ, AAPL, XLU, PNC 13F-HR 11/6/2014, 05:23 PM
Q2 2014 81 $212M +$18.6M -$7.05M +$11.6M UVSP, AAPL, XLU, DIS, BRCM 13F-HR 7/30/2014, 06:30 PM
Q1 2014 78 $201M +$15.2M -$19.4M -$4.22M UVSP, XLU, JPM, WFC, DIS 13F-HR 5/2/2014, 03:23 PM
Q4 2013 79 $203M $0 $0 UVSP, XLU, GOOGL, JPM, WFC 13F-HR 2/7/2014, 03:40 PM