Univest Financial Corp Purchases in Q3 2025

Univest Financial Corp

  • $1.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
1.27K
+ 16.37%
$129.01 - $139.72 $164K - $177K
9.03K $1.26M
WTRG
Essential Utilities, Inc.

Utilities
5.23K
New
$36.73 - $39.9 $192K - $209K
5.23K $208K
ECL
Ecolab Inc.

Basic Materials
420
+ 2.04%
$259.39 - $285.47 $109K - $120K
21.1K $5.77M
AMD
Advanced Micro Devices Inc

Technology
1.28K
New
$134.8 - $184.42 $172K - $236K
1.28K $206K
DVY
Ishares Tr

ETFs
1.42K
New
$133.88 - $142.57 $190K - $202K
1.42K $201K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.26K
New
$84.55 - $89.54 $191K - $202K
2.26K $201K
ABT
Abbott Laboratories

Healthcare
1.79K
+ 8.37%
$120.51 - $136.62 $216K - $245K
23.2K $3.11M
MCK
Mckesson Corp

Healthcare
235
+ 62.83%
$659.01 - $772.54 $155K - $182K
609 $470K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.83K
+ 19.6%
$42.67 - $46.91 $121K - $133K
17.3K $809K
GLD
Spdr Gold Trust

ETFs
354
+ 36.27%
$300.96 - $355.47 $107K - $126K
1.33K $472K
AMZN
Amazon Com Inc

Consumer Cyclical
490
+ 0.2%
$211.65 - $238.24 $104K - $117K
242K $53.2M
SNA
Snap On Inc

Industrials
99
+ 3.03%
$313.01 - $346.53 $31K - $34.3K
3.36K $1.17M
AMGN
Amgen Inc

Healthcare
371
+ 2.82%
$271.18 - $309.22 $101K - $115K
13.5K $3.81M
MET
Metlife Inc

Financial Services
934
+ 3.21%
$73.82 - $82.37 $68.9K - $76.9K
30K $2.47M
ROST
Ross Stores, Inc.

Consumer Cyclical
17
+ 0.33%
$127.59 - $152.81 $2.17K - $2.6K
5.23K $796K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 1.3%
$459.11 - $506.91 $33.1K - $36.5K
5.6K $2.82M
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 0.23%
$215.01 - $273.02 $2.15K - $2.73K
4.28K $1.08M
VO
Vanguard Mid Cap ETF

ETFs
372
+ 38.63%
$279.83 - $293.74 $104K - $109K
1.34K $392K
XLF
Financial Sector Spdr

ETFs
1.69K
+ 8.95%
$51.37 - $54.25 $87K - $91.8K
20.6K $1.11M
CRM
Salesforce, Inc.

Technology
8.17K
+ 16.0%
$231.66 - $273.65 $1.89M - $2.24M
59.2K $14M
IEFA
Ishares Tr

ETFs
256
+ 1.44%
$81.7 - $87.53 $20.9K - $22.4K
18K $1.57M
PPL
Ppl Corp

Utilities
105
+ 0.52%
$33.54 - $37.24 $3.52K - $3.91K
20.2K $750K
IVW
Ishares S&P 500 Growth ETF

ETFs
183
+ 4.89%
$108.97 - $121.65 $19.9K - $22.3K
3.92K $473K
UVSP
Univest Financial Corp

Financial Services
2.32K
+ 0.46%
$28.12 - $32.7 $65.3K - $76K
505K $15.2M
PSX
Phillips 66

Energy
5
+ 0.16%
$118.37 - $139.46 $592 - $697
3.22K $437K
VDE
Vanguard Energy ETF

ETFs
223
+ 5.77%
$118.37 - $129.65 $26.4K - $28.9K
4.09K $514K
VB
Vanguard Small Cap ETF

ETFs
103
+ 7.32%
$237.58 - $259.17 $24.5K - $26.7K
1.51K $383K
VONG
Vanguard Russell 1000 Growth E

ETFs
178
+ 7.18%
$108.08 - $121.73 $19.2K - $21.7K
2.66K $320K
IAU
Ishares Gold Trust

ETFs
159
+ 4.62%
$61.62 - $72.77 $9.8K - $11.6K
3.6K $262K
MS
Morgan Stanley

Financial Services
7
+ 0.28%
$139.09 - $161.16 $974 - $1.13K
2.49K $395K
T
At&T Inc.

Communication Services
2.02K
+ 11.66%
$26.94 - $29.62 $54.4K - $59.9K
19.4K $546K
BDX
Becton Dickinson & CO

Healthcare
67
+ 4.67%
$172.41 - $199.66 $11.6K - $13.4K
1.5K $281K
ALL
Allstate Corp

Financial Services
5
+ 0.32%
$192.0 - $214.65 $960 - $1.07K
1.55K $333K
ACN
Accenture PLC

Technology
4.89K
+ 21.57%
$232.56 - $304.78 $1.14M - $1.49M
27.6K $6.8M
DFAE
Dimensional ETF Tr

ETFs
6
+ 0.08%
$28.84 - $31.84 $173 - $191
7.57K $238K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.06%
$282.75 - $294.19 $283 - $294
1.66K $487K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
185
+ 1.8%
$26.38 - $27.95 $4.88K - $5.17K
10.5K $286K
KMI
Kinder Morgan, Inc.

Energy
1.48K
+ 4.55%
$26.23 - $28.5 $38.8K - $42.2K
34K $963K
VCIT
Vanguard Intermediate Term Cor

ETFs
5
+ 0.17%
$81.75 - $84.54 $409 - $423
2.93K $246K
CRH.L
Crh PLC

Basic Materials
793
+ 3.58%
N/A
22.9K $0
Lam Research Corp
1.74K
New
N/A
1.74K $0
WM
Waste Management Inc

Industrials
359
+ 2.89%
$213.88 - $237.1 $76.8K - $85.1K
12.8K $2.82M
IT
Gartner Inc

Technology
2.06K
+ 49.52%
$225.98 - $406.7 $466K - $839K
6.23K $1.64M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.44K
+ 6.02%
$118.3 - $142.16 $170K - $205K
25.4K $3.08M
NOW
Service Now, Inc.

Technology
302
+ 8.41%
$850.86 - $1044.69 $257K - $315K
3.9K $3.58M
INGR
Ingredion Inc

Consumer Defensive
328
+ 2.97%
$121.01 - $138.21 $39.7K - $45.3K
11.4K $1.39M
LNTH
Lantheus Holdings, Inc.

Healthcare
9.78K
+ 46.04%
$50.11 - $83.83 $490K - $820K
31K $1.59M
CMCSA
Comcast Corp

Communication Services
634
+ 1.22%
$31.41 - $36.33 $19.9K - $23K
52.8K $1.66M
ISRG
Intuitive Surgical Inc

Healthcare
1.03K
+ 13.25%
$433.66 - $544.47 $446K - $560K
8.78K $3.93M
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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