Univest Financial Corp Purchases in Q3 2025

Univest Financial Corp

  • $1.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
164K
+ 8.52%
$68.24 - $73.73 $11.2M - $12.1M
2.09M $153M
UNH
Unitedhealth Group Inc

Healthcare
14K
+ 41.04%
$237.77 - $353.61 $3.34M - $4.96M
48.3K $16.7M
FISV
Fiserv Inc

Technology
44K
+ 3175.23%
N/A
45.4K $5.68M
MU
Micron Technology Inc

Technology
9.65K
+ 10.99%
$104.88 - $168.89 $1.01M - $1.63M
97.5K $16.3M
SNPS
Synopsys Inc

Technology
11.1K
+ 133.85%
$387.78 - $645.35 $4.29M - $7.13M
19.3K $9.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
99.8K
+ 13.61%
$45.6 - $46.92 $4.55M - $4.68M
833K $38.9M
LLY
Eli Lilly & CO

Healthcare
6.68K
+ 24.18%
$625.65 - $812.69 $4.18M - $5.43M
34.3K $26.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.07K
+ 12.95%
$404.94 - $499.99 $1.65M - $2.04M
35.5K $17.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
117K
+ 3.95%
$25.21 - $25.99 $2.95M - $3.04M
3.08M $79.6M
FICO
Fair Isaac Corp

Technology
2.2K
+ 1728.35%
$1311.26 - $1869.83 $2.88M - $4.1M
2.32K $3.47M
TJX
Tjx Companies Inc

Consumer Cyclical
1.71K
+ 1.83%
$121.35 - $144.54 $208K - $248K
95.2K $13.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9.49K
+ 125.3%
$196.15 - $217.83 $1.86M - $2.07M
17.1K $3.44M
POOL
Pool Corp

Industrials
3.46K
+ 11.2%
$292.13 - $333.62 $1.01M - $1.15M
34.3K $10.6M
SPYG
Spdr Portfolio

ETFs
5.13K
+ 6.37%
$94.33 - $105.31 $484K - $540K
85.6K $8.95M
FDX
Fedex Corp

Industrials
3.58K
+ 10.51%
$217.1 - $243.2 $776K - $870K
37.6K $8.87M
VTV
Vanguard Value ETF

ETFs
3.36K
+ 7.67%
$175.51 - $186.57 $590K - $627K
47.2K $8.8M
MA
Mastercard Inc

Financial Services
1.69K
+ 18.09%
$550.18 - $598.96 $927K - $1.01M
11K $6.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.16K
+ 49.07%
$108.46 - $120.63 $777K - $864K
21.8K $2.59M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.09K
+ 0.78%
$81.85 - $90.2 $88.8K - $97.9K
140K $12.5M
ADBE
Adobe Inc.

Technology
4.92K
+ 20.21%
$333.65 - $392.1 $1.64M - $1.93M
29.2K $10.3M
VTI
Vanguard Total Stock Market Et

ETFs
205
+ 0.67%
$303.93 - $329.86 $62.3K - $67.6K
30.7K $10.1M
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 0.97%
$357.4 - $423.42 $64.3K - $76.2K
18.8K $7.61M
EXLS
Exl Service Holdings, Inc.

Technology
15.5K
+ 18.71%
$41.4 - $45.43 $641K - $704K
98.3K $4.33M
CASY
Caseys General Stores Inc

Consumer Cyclical
323
+ 3.78%
$494.52 - $565.32 $160K - $183K
8.88K $5.02M
SHW
Sherwin Williams CO

Basic Materials
1.52K
+ 4.4%
$330.88 - $375.23 $501K - $568K
35.9K $12.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.41K
+ 25.43%
$87.07 - $93.06 $471K - $503K
26.7K $2.44M
MUB
Ishares National Muni Bond ETF

ETFs
3.02K
+ 2.24%
$103.24 - $106.68 $311K - $322K
137K $14.6M
EQIX
Equinix Inc

Real Estate
815
+ 15.44%
$756.7 - $811.13 $617K - $661K
6.09K $4.77M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.94K
+ 11.57%
$39.8 - $42.86 $356K - $383K
86.2K $3.69M
PEP
Pepsico Inc

Consumer Defensive
1.69K
+ 5.86%
$133.81 - $152.16 $226K - $257K
30.5K $4.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
593
+ 26.01%
$546.99 - $602.2 $324K - $357K
2.87K $1.72M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.76K
+ 4.48%
$91.44 - $91.77 $435K - $436K
111K $10.2M
MBB
Ishares Tr

ETFs
4.11K
+ 14.5%
$92.46 - $95.73 $380K - $393K
32.4K $3.08M
LMT
Lockheed Martin Corp

Industrials
83
+ 0.82%
$410.74 - $499.21 $34.1K - $41.4K
10.2K $5.08M
A
Agilent Technologies, Inc.

Healthcare
2.43K
+ 35.29%
$112.04 - $128.75 $272K - $313K
9.32K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 2.24%
$617.65 - $666.84 $82.8K - $89.4K
6.11K $4.07M
VV
Vanguard Large Cap ETF

ETFs
1.2K
New
$285.05 - $309.14 $343K - $372K
1.2K $370K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.2K
+ 11.58%
$79.39 - $90.39 $174K - $198K
21.2K $1.88M
XLC
Select Sector Spdr Tr Communic

ETFs
2.13K
+ 21.33%
$105.99 - $119.41 $226K - $255K
12.1K $1.44M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.17K
+ 10.02%
$96.22 - $98.19 $305K - $311K
34.8K $3.41M
BNDX
Vanguard Total International B

ETFs
6.35K
+ 12.87%
$49.0 - $49.51 $311K - $314K
55.7K $2.75M
PLD
Prologis, Inc.

Real Estate
1.43K
+ 10.82%
$104.08 - $115.35 $149K - $165K
14.7K $1.68M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.82K
+ 9.32%
$87.69 - $96.0 $159K - $174K
21.3K $2.01M
UNP
Union Pacific Corp

Industrials
777
+ 5.38%
$214.91 - $237.16 $167K - $184K
15.2K $3.6M
WEC
Wec Energy Group, Inc.

Utilities
989
+ 7.55%
$103.66 - $114.59 $103K - $113K
14.1K $1.61M
SPMD
Spdr Portfolio

ETFs
3.04K
+ 11.63%
$54.43 - $58.29 $166K - $177K
29.2K $1.67M
XLK
Technology Sector Spdr

ETFs
71
+ 0.94%
$250.97 - $282.66 $17.8K - $20.1K
7.61K $2.15M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.39K
+ 23.23%
$366.54 - $479.53 $509K - $666K
7.36K $2.88M
VOE
Vanguard Mid Cap Value Index F

ETFs
573
+ 4.75%
$164.63 - $174.58 $94.3K - $100K
12.6K $2.21M
Activity Summary
Buys All Purchases 108 New Holdings 6 Increased Positions 102 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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