Univest Financial Corp Incresed Positions in Q2 2025

Univest Financial Corp

  • $1.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
26
+ 0.61%
$273.94 - $388.21 $7.12K - $10.1K
4.28K $1.66M
MBB
Ishares Tr

ETFs
2.56K
+ 9.96%
$91.41 - $94.22 $234K - $242K
28.3K $2.66M
SPMD
Spdr Portfolio

ETFs
2.72K
+ 11.58%
$44.89 - $54.38 $122K - $148K
26.2K $1.42M
BNDX
Vanguard Total International B

ETFs
3.52K
+ 7.69%
$48.77 - $49.55 $172K - $175K
49.3K $2.44M
SBUX
Starbucks Corp

Consumer Cyclical
2.52K
+ 40.97%
$79.69 - $99.41 $201K - $250K
8.66K $793K
WM
Waste Management Inc

Industrials
854
+ 7.38%
$216.47 - $242.1 $185K - $207K
12.4K $2.84M
IBM
International Business Machines Corp

Technology
51
+ 2.01%
$221.03 - $294.78 $11.3K - $15K
2.59K $763K
IXUS
Ishares Tr

ETFs
1.24K
+ 26.83%
$62.37 - $77.63 $77.4K - $96.3K
5.87K $453K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.01%
$86.13 - $108.53 $86.1 - $109
10K $1.09M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.19K
+ 6.68%
$67.03 - $80.35 $79.6K - $95.4K
19K $1.51M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.42K
+ 10.93%
$34.72 - $42.74 $49.4K - $60.9K
14.5K $617K
VGSH
Vanguard

ETFs
1.72K
+ 18.18%
$58.32 - $58.95 $100K - $101K
11.2K $657K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.07%
$104.34 - $138.68 $313 - $416
4.54K $628K
GLD
Spdr Gold Trust

ETFs
239
+ 32.43%
$273.71 - $316.29 $65.4K - $75.6K
976 $297K
IWB
Ishares Tr Russell 1000 ETF

ETFs
26
+ 1.2%
$272.36 - $339.57 $7.08K - $8.83K
2.19K $743K
KMI
Kinder Morgan, Inc.

Energy
1.68K
+ 5.43%
$25.21 - $29.4 $42.3K - $49.3K
32.6K $957K
VOE
Vanguard Mid Cap Value Index F

ETFs
175
+ 1.47%
$141.87 - $164.49 $24.8K - $28.8K
12.1K $1.98M
ABT
Abbott Laboratories

Healthcare
22
+ 0.1%
$123.95 - $138.08 $2.73K - $3.04K
21.4K $2.92M
ROST
Ross Stores, Inc.

Consumer Cyclical
547
+ 11.74%
$126.62 - $154.26 $69.3K - $84.4K
5.21K $664K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$113.75 - $148.48 $114 - $148
4.87K $711K
EQIX
Equinix Inc

Real Estate
211
+ 4.16%
$740.07 - $914.43 $156K - $193K
5.28K $4.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.55%
$4164.15 - $5789.24 $8.33K - $11.6K
46 $266K
MS
Morgan Stanley

Financial Services
7
+ 0.28%
$99.83 - $140.86 $699 - $986
2.48K $349K
FAST
Fastenal CO

Industrials
13.8K
+ 94.2%
$40.65 - $83.16 $559K - $1.14M
28.4K $1.19M
INGR
Ingredion Inc

Consumer Defensive
333
+ 3.11%
$123.22 - $140.95 $41K - $46.9K
11K $1.5M
ITW
Illinois Tool Works Inc

Industrials
200
+ 12.62%
$218.41 - $252.43 $43.7K - $50.5K
1.79K $441K
QCOM
Qualcomm Inc

Technology
175
+ 9.07%
$124.66 - $159.48 $21.8K - $27.9K
2.11K $335K
IQLT
Ishares Msci Intl Quality Fact

ETFs
68
+ 0.73%
$35.9 - $43.76 $2.44K - $2.98K
9.39K $405K
LNKB
Linkbancorp, Inc.

Financial Services
359
+ 1.07%
$6.33 - $7.42 $2.27K - $2.66K
33.8K $247K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14
+ 0.35%
$114.78 - $133.31 $1.61K - $1.87K
4.07K $541K
PLD
Prologis, Inc.

Real Estate
955
+ 7.77%
$89.76 - $112.34 $85.7K - $107K
13.2K $1.39M
MMM
3 M CO

Industrials
65
+ 4.01%
$126.09 - $154.15 $8.2K - $10K
1.69K $256K
VCIT
Vanguard Intermediate Term Cor

ETFs
5
+ 0.17%
$79.56 - $82.92 $398 - $415
2.92K $242K
MDT
Medtronic PLC

Healthcare
90
+ 3.78%
$80.68 - $88.86 $7.26K - $8K
2.47K $215K
Arista Networks Inc
3.63K
+ 6.05%
N/A
63.7K $0
CRH.L
Crh PLC

Basic Materials
9.63K
+ 77.03%
N/A
22.1K $0
Linde PLC
40
+ 2.58%
N/A
1.59K $0
ALL
Allstate Corp

Financial Services
4
+ 0.26%
$180.53 - $212.64 $722 - $851
1.55K $311K
PSX
Phillips 66

Energy
5
+ 0.16%
$92.87 - $125.73 $464 - $629
3.21K $382K
MO
Altria Group, Inc.

Consumer Defensive
85
+ 0.64%
$55.56 - $60.91 $4.72K - $5.18K
13.5K $788K
VDE
Vanguard Energy ETF

ETFs
203
+ 5.54%
$105.87 - $130.56 $21.5K - $26.5K
3.87K $460K
CMCSA
Comcast Corp

Communication Services
592
+ 1.15%
$32.84 - $36.72 $19.4K - $21.7K
52.1K $1.86M
MCD
Mcdonalds Corp

Consumer Cyclical
701
+ 5.53%
$285.55 - $321.23 $200K - $225K
13.4K $3.91M
UNP
Union Pacific Corp

Industrials
96
+ 0.67%
$208.27 - $238.46 $20K - $22.9K
14.4K $3.32M
SNA
Snap On Inc

Industrials
54
+ 1.68%
$292.36 - $342.2 $15.8K - $18.5K
3.26K $1.02M
BDX
Becton Dickinson & CO

Healthcare
34
+ 2.43%
$165.15 - $226.42 $5.62K - $7.7K
1.44K $247K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.22K
+ 1282.47%
$87.84 - $1441.89 $546K - $8.97M
6.71K $604K
ABBV
Abb Vie Inc.

Healthcare
180
+ 2.38%
$170.16 - $206.27 $30.6K - $37.1K
7.75K $1.44M
EXLS
Exl Service Holdings, Inc.

Technology
2.49K
+ 3.11%
$41.85 - $48.48 $104K - $121K
82.8K $3.62M
Activity Summary
Buys All Purchases 122 New Holdings 14 Increased Positions 108 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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