Univest Financial Corp Reduced Holdings in Q2 2025

Univest Financial Corp

  • $1.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-1.06K
- 2.04%
$236.26 - $291.15 $251K - $310K
51.1K $13.9M
ETR
Entergy Corp

Utilities
-212
- 1.38%
$79.01 - $86.61 $16.8K - $18.4K
15.2K $1.26M
BAC
Bank Of America Corp

Financial Services
-22.4K
- 12.3%
$34.39 - $47.46 $770K - $1.06M
160K $7.56M
DUK
Duke Energy Corp

Utilities
-222
- 7.15%
$112.46 - $124.05 $25K - $27.5K
2.88K $340K
XLF
Financial Sector Spdr

ETFs
-1.67K
- 8.12%
$43.92 - $52.37 $73.4K - $87.5K
18.9K $990K
MET
Metlife Inc

Financial Services
-464
- 1.57%
$68.42 - $82.49 $31.7K - $38.3K
29.1K $2.34M
ADP
Automatic Data Processing Inc

Industrials
-109
- 12.6%
$276.76 - $326.81 $30.2K - $35.6K
756 $233K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-341
- 3.2%
$24.32 - $27.87 $8.29K - $9.5K
10.3K $273K
FISV
Fiserv Inc

Technology
-114
- 7.61%
N/A
1.39K $173K
INTC
Intel Corp

Technology
-463
- 4.91%
$18.13 - $22.69 $8.39K - $10.5K
8.97K $200K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-962
- 10.0%
$19.6 - $24.44 $18.9K - $23.5K
8.66K $211K
Blackrock Inc
-6.31K
- 23.84%
N/A
20.1K $0
Ge Vernova Inc
-24
- 3.31%
N/A
702 $0
Te Connectivity PLC
-840
- 1.08%
N/A
76.8K $0
SYK
Stryker Corp

Healthcare
-106
- 5.0%
$337.37 - $395.63 $35.8K - $41.9K
2.01K $796K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-78
- 3.72%
$152.42 - $182.82 $11.9K - $14.3K
2.02K $368K
T
At&T Inc.

Communication Services
-43
- 0.25%
$26.33 - $28.94 $1.13K - $1.24K
17.3K $501K
DGRO
Ishares Core Dividend Growth E

ETFs
-207
- 1.87%
$55.22 - $63.94 $11.4K - $13.2K
10.9K $694K
GD
General Dynamics Corp

Industrials
-37
- 2.82%
$247.68 - $291.66 $9.16K - $10.8K
1.27K $371K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-127
- 3.29%
$149.76 - $186.42 $19K - $23.7K
3.74K $696K
WSFS
Wsfs Financial Corp

Financial Services
-270
- 2.27%
$45.9 - $55.54 $12.4K - $15K
11.6K $638K
WFC
Wells Fargo & Company

Financial Services
-294
- 4.93%
$60.98 - $80.12 $17.9K - $23.6K
5.67K $454K
EMR
Emerson Electric CO

Industrials
-80
- 2.97%
$94.15 - $133.33 $7.53K - $10.7K
2.61K $348K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-124
- 0.84%
$90.56 - $109.49 $11.2K - $13.6K
14.6K $1.59M
TJX
Tjx Companies Inc

Consumer Cyclical
-850
- 0.9%
$119.13 - $135.03 $101K - $115K
93.5K $11.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-70
- 1.84%
$82.96 - $110.1 $5.81K - $7.71K
3.74K $411K
EFG
Msci Eafe Growth ETF

ETFs
-138
- 2.18%
$89.8 - $112.0 $12.4K - $15.5K
6.2K $694K
MNST
Monster Beverage Corp

Consumer Defensive
-3.45K
- 4.61%
$55.01 - $64.24 $190K - $222K
71.4K $4.47M
EFV
Msci Eafe Value ETF

ETFs
-307
- 1.17%
$52.4 - $64.65 $16.1K - $19.8K
26K $1.65M
LMT
Lockheed Martin Corp

Industrials
-128
- 1.25%
$430.82 - $486.45 $55.1K - $62.3K
10.1K $4.67M
GE
General Electric CO

Industrials
-107
- 3.81%
$166.81 - $257.39 $17.8K - $27.5K
2.7K $695K
DIS
Walt Disney CO

Communication Services
-598
- 7.31%
$81.72 - $124.01 $48.9K - $74.2K
7.59K $940K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-405
- 0.87%
$51.16 - $62.02 $20.7K - $25.1K
46.4K $2.88M
ISRG
Intuitive Surgical Inc

Healthcare
-453
- 5.52%
$451.58 - $565.94 $205K - $256K
7.76K $4.21M
IYW
Ishares Dj Us Tech ETF

ETFs
-53
- 1.01%
$122.57 - $173.27 $6.5K - $9.18K
5.2K $900K
NOW
Service Now, Inc.

Technology
-762
- 17.5%
$721.65 - $1040.18 $550K - $793K
3.59K $3.69M
CSCO
Cisco Systems, Inc.

Technology
-1.41K
- 3.09%
$53.19 - $69.38 $74.7K - $97.5K
44K $3.05M
IVV
Ishares Core S&P 500 ETF

ETFs
-162
- 2.55%
$498.8 - $620.9 $80.8K - $101K
6.19K $3.84M
ICE
Intercontinental Exchange, Inc.

Financial Services
-743
- 1.97%
$151.62 - $183.47 $113K - $136K
37K $6.78M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-382
- 0.49%
$32.66 - $40.75 $12.5K - $15.6K
77.3K $3.13M
ECL
Ecolab Inc.

Basic Materials
-28
- 0.14%
$225.65 - $270.95 $6.32K - $7.59K
20.6K $5.56M
VEEV
Veeva Systems Inc

Healthcare
-2.82K
- 13.82%
$209.39 - $289.94 $589K - $816K
17.5K $5.05M
UVSP
Univest Financial Corp

Financial Services
-17.6K
- 3.38%
$25.3 - $31.35 $445K - $551K
503K $15.1M
CEG
Constellation Energy Corp

Utilities
-105
- 3.34%
$170.96 - $322.76 $18K - $33.9K
3.04K $982K
TSLA
Tesla, Inc.

Consumer Cyclical
-121
- 1.74%
$221.86 - $362.89 $26.8K - $43.9K
6.84K $2.17M
VUG
Vanguard Growth ETF

ETFs
-192
- 2.8%
$329.49 - $438.4 $63.3K - $84.2K
6.66K $2.92M
TDG
Trans Digm Group Inc

Industrials
-52
- 1.34%
$1231.75 - $1520.64 $64.1K - $79.1K
3.83K $5.82M
ORCL
Oracle Corp

Technology
-38
- 0.51%
$122.82 - $218.63 $4.67K - $8.31K
7.38K $1.61M
COST
Costco Wholesale Corp

Consumer Defensive
-228
- 1.25%
$908.13 - $1056.85 $207K - $241K
18K $17.8M
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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