UNIVEST FINANCIAL
UNIVEST FINANCIAL reported 275 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VXUS (9.0%), SPYM (7.9%) and AAPL (5.1%). Compared with Q1 2026, the fund added to VXUS, SPYM and AAPL, trimmed MU, SPAB and AMAT and sold out of POOL, VEEV and SPHD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VXUS Vanguard Star Fds | $184M | 9.0% | 2.2M | +23K (+1%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $161M | 7.9% | 1.8M | +26K (+1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $103M | 5.1% | 357K | +459 (+0%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $86.3M | 4.2% | 241K | +3,358 (+1%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $71.8M | 3.5% | 62K | −2,877 (−4%) | 5 of 8 | |
| 6 |  MSFT Microsoft Corp | $68.4M | 3.4% | 183K | +7,239 (+4%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $66.1M | 3.2% | 330K | +14K (+4%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $64.2M | 3.1% | 269K | +5,885 (+2%) | 8 of 8 | |
| 9 |  SPAB Spdr Series Trust | $60M | 2.9% | 2.4M | −65K (−3%) | 8 of 8 | |
| 10 |  IUSB Ishares Core | $59M | 2.9% | 1.3M | +177K (+16%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 POOL Pool Corp | $2.4M | 12K |
HONEYWELL INTL INC | $783K | 3,465 |
 VEEV Veeva Sys Inc Class Class A | $527K | 3,000 |
 SPHD Invesco S&P 500 High | $211K | 4,247 |
 HYG Ishares TR | $205K | 2,579 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →UNIVEST FINANCIAL 13F FAQ
What does UNIVEST FINANCIAL own?
UNIVEST FINANCIAL reported 275 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VXUS (9.0%), SPYM (7.9%) and AAPL (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did UNIVEST FINANCIAL buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 136 added to, 79 trimmed and 6 sold out. It sold all of POOL, VEEV and SPHD.
When will UNIVEST FINANCIAL file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is UNIVEST FINANCIAL's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.