13FBOX
UNIVEST FINANCIAL Corp · 13F Holdings
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UNIVEST FINANCIAL Corp

No.1729 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.04B
QoQ Change Q1 2026
+$256.4M+14.4%
Holdings
275
New Buys
26
Adds
141
Reduces
85
Exits
5
Unchanged
23
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD STAR FDSVXUS
9.03%9.22%$184.0M2.2M$164.2M2.1M+22,765+1.07%Add
SSTATE STREETSPYM
7.91%7.77%$161.1M1.8M$138.4M1.8M+25,584+1.42%Add
APPLE INCAAPL
5.08%5.09%$103.4M357,455$90.6M356,996+459+0.13%Add
ALPHABET INCGOOGL
4.24%3.85%$86.3M241,488$68.5M238,130+3,358+1.41%Add
MICRON TECHNOLOGY INCMU
3.52%1.23%$71.8M62,206$22.0M65,083-2,877-4.42%Reduce
MICROSOFT CORPMSFT
3.36%3.66%$68.4M183,288$65.2M176,049+7,239+4.11%Add
NVIDIA CORPORATIONNVDA
3.24%3.1%$66.1M330,307$55.1M316,215+14,092+4.46%Add
AMAZON COM INCAMZN
3.15%3.08%$64.2M269,380$54.9M263,495+5,885+2.23%Add
SSTATE STREETSPAB
2.94%3.48%$60.0M2.4M$61.9M2.4M-65,346-2.70%Reduce
IISHARES TRIUSB
2.9%2.86%$59.0M1.3M$50.9M1.1M+177,457+16.11%Add
BROADCOM INCAVGO
2.6%2.42%$53.0M140,274$43.2M139,483+791+0.57%Add
ELI LILLY & COLLY
1.99%1.68%$40.6M33,820$29.8M32,445+1,375+4.24%Add
META PLATFORMS INCMETA
1.76%2.01%$35.9M63,725$35.7M62,410+1,315+2.11%Add
NNEXTERA ENERGY INCNEE
1.49%1.76%$30.3M344,774$31.3M337,401+7,373+2.19%Add
SSELECT SECTOR SPDR TRXLE
1.46%1.89%$29.8M560,453$33.7M549,718+10,735+1.95%Add
APPLIED MATLS INCAMAT
1.33%0.79%$27.2M37,614$14.0M40,954-3,340-8.16%Reduce
VISA INCV
1.3%1.33%$26.4M76,949$23.6M78,155-1,206-1.54%Reduce
VVANGUARD INDEX FDSVOO
1.27%1.36%$25.9M37,714$24.2M40,527-2,813-6.94%Reduce
UNIVEST FINANCIAL CORPORATIOUVSP
1.08%0.97%$22.0M503,433$17.2M501,751+1,682+0.34%Add
SSPDR SERIES TRUSTSPYG
1.01%0.88%$20.5M172,593$15.6M159,312+13,281+8.34%Add
S&P GLOBAL INCSPGI
1%1.1%$20.5M50,216$19.6M46,126+4,090+8.87%Add
UNITEDHEALTH GROUP INCUNH
0.98%0.75%$20.0M48,034$13.4M49,671-1,637-3.30%Reduce
BLACKROCK INC COMBLK
0.87%0.95%$17.8M18,503$16.9M17,605+898+5.10%Add
JOHNSON & JOHNSONJNJ
0.87%0.94%$17.7M69,498$16.7M68,513+985+1.44%Add
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.84%0.81%$17.2M195,558$14.4M39,324+156,234+397.30%Add
TTHERMO FISHER SCIENTIFIC INCTMO
0.83%0.92%$17.0M33,810$16.3M33,259+551+1.66%Add
UNITED RENTALS INCURI
0.82%0.65%$16.7M14,756$11.5M15,838-1,082-6.83%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.81%1.03%$16.5M17,673$18.3M18,350-677-3.69%Reduce
FAIR ISAAC CORPFICO
0.81%0.69%$16.5M13,791$12.3M11,557+2,234+19.33%Add
IISHARES TRGVI
0.78%0.86%$16.0M148,493$15.3M143,747+4,746+3.30%Add
VVANGUARD INDEX FDSVTV
0.73%0.68%$14.9M68,375$12.1M61,450+6,925+11.27%Add
SYNOPSYS INCSNPS
0.72%0.68%$14.7M32,936$12.1M30,562+2,374+7.77%Add
AMERICAN EXPRESS COAXP
0.67%0.71%$13.7M40,629$12.6M41,720-1,091-2.62%Reduce
PHILIP MORRIS INTL INCPM
0.63%0.71%$12.9M71,404$12.7M76,913-5,509-7.16%Reduce
TJX COS INC NEWTJX
0.63%0.8%$12.8M84,502$14.2M88,835-4,333-4.88%Reduce
TE CONNECTIVITY PLC ORD SHSTEL
0.59%0.74%$12.1M59,782$13.1M62,867-3,085-4.91%Reduce
L3HARRIS TECHNOLOGIES INCLHX
0.58%0.84%$11.8M40,557$14.9M43,191-2,634-6.10%Reduce
GGENERAL DYNAMICS CORPVTI
0.56%0.55%$11.4M30,870$9.7M30,351+519+1.71%Add
JPMORGAN CHASE & COJPM
0.55%0.56%$11.3M34,423$10.0M34,146+277+0.81%Add
FORTINET INCFTNT
0.54%0.27%$11.0M71,812$4.8M59,323+12,489+21.05%Add
ARISTA NETWORKS INCANET
0.52%0.4%$10.7M62,785$7.0M57,383+5,402+9.41%Add
AMERICAN TOWER CORP COMAMT
0.51%0.63%$10.3M62,911$11.2M65,143-2,232-3.43%Reduce
SHERWIN WILLIAMS COSHW
0.49%0.56%$10.0M29,118$9.9M30,950-1,832-5.92%Reduce
AAlphabet Inc Class CGOOG
0.46%0.42%$9.3M26,450$7.5M26,004+446+1.72%Add
FEDEX CORPFDX
0.45%0.6%$9.1M29,060$10.6M29,814-754-2.53%Reduce
SCHWAB CHARLES CORPSCHW
0.44%0.51%$9.0M98,042$9.1M97,251+791+0.81%Add
BBANK OF AMER CORPBAC
0.43%0.44%$8.9M155,428$7.8M159,624-4,196-2.63%Reduce
SALESFORCE INCCRM
0.43%0.62%$8.7M55,576$11.0M58,676-3,100-5.28%Reduce
MONDELEZ INTL INC CL AMDLZ
0.42%0.52%$8.6M148,902$9.2M159,513-10,611-6.65%Reduce
EMCOR GROUP INCEME
0.42%0.37%$8.6M10,374$6.6M8,878+1,496+16.85%Add

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