13F Filings History of UNIVEST FINANCIAL Corp

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$1,787,159,302
Signature - Title
Beth Nauman - Compliance Trust Officer
Location
Souderton, PA
Summary
This page shows a list of all the recent 13F filings made by UNIVEST FINANCIAL Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UNIVEST FINANCIAL Corp reported 260 stock holdings with total value $1,787,159,302 as of Q3 2025. Top holdings included VXUS, SPLG, AAPL, MSFT, and SPAB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 260 $1,787,159,302 +$76,309,386 -$77,733,257 -$1,423,871 VXUS, SPLG, AAPL, MSFT, SPAB 13F-HR 30 Oct 2025, 15:40
Q2 2025 266 $1,666,657,869 +$102,710,626 -$87,791,800 +$14,918,826 VXUS, SPLG, MSFT, AAPL, SPAB 13F-HR 04 Aug 2025, 13:42
Q1 2025 275 $1,530,640,844 +$149,513,442 -$151,993,887 -$2,480,445 VXUS, SPLG, AAPL, SPAB, MSFT 13F-HR 08 May 2025, 15:37
Q4 2024 272 $1,585,236,029 +$187,789,058 -$101,545,163 +$86,243,895 VXUS, SPLG, AAPL, MSFT, SPAB 13F-HR 11 Feb 2025, 17:55
Q3 2024 280 $1,517,942,062 +$1,149,955,794 -$9,394,860 +$1,140,560,934 VXUS, AAPL, SPLG, MSFT, SPAB 13F-HR 14 Nov 2024, 13:48
Q2 2024 133 $360,005,030 +$15,046,148 -$13,025,877 +$2,020,271 VXUS, VOO, AAPL, MSFT, GOOGL 13F-HR 05 Aug 2024, 17:21
Q1 2024 131 $355,314,954 +$36,853,732 -$37,089,545 -$235,813 VXUS, VOO, MSFT, AAPL, AMZN 13F-HR 08 May 2024, 10:14
Q4 2023 118 $338,137,626 +$15,700,150 -$13,325,649 +$2,374,501 VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 06 Feb 2024, 17:21
Q3 2023 119 $299,586,972 +$10,729,052 -$27,317,069 -$16,588,017 VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 07 Nov 2023, 20:22
Q2 2023 118 $330,562,161 +$23,384,774 -$25,343,442 -$1,958,668 VXUS, VOO, AAPL, MSFT, AMZN 13F-HR 07 Aug 2023, 21:31
Q1 2023 105 $320,410,841 +$21,362,146 -$21,839,479 -$477,333 VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 08 May 2023, 17:21
Q4 2022 105 $317,518,918 +$19,630,800 -$31,689,110 -$12,058,310 VXUS, VOO, UVSP, XLE, MSFT 13F-HR 09 Feb 2023, 19:48
Q3 2022 100 $305,672,000 +$61,992,224 -$28,934,251 +$33,057,973 VXUS, VOO, BND, UVSP, XLE 13F-HR 03 Nov 2022, 18:27
Q2 2022 100 $306,567,000 +$14,574,210 -$3,561,502 +$11,012,708 VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 05 Aug 2022, 13:45
Q1 2022 112 $354,682,000 +$48,855,364 -$62,650,983 -$13,795,619 VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 04 May 2022, 21:44
Q4 2021 112 $392,668,000 +$14,188,381 -$9,251,782 +$4,936,599 VXUS, VOO, UVSP, AAPL, MSFT 13F-HR 07 Feb 2022, 19:28
Q3 2021 109 $358,141,000 +$3,616,214 -$5,988,364 -$2,372,150 VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 12 Nov 2021, 10:24
Q2 2021 109 $364,252,000 +$7,275,373 -$16,552,279 -$9,276,906 VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 19 Jul 2021, 19:25
Q1 2021 103 $354,777,000 +$38,533,830 -$49,825,521 -$11,291,691 VXUS, VOO, UVSP, JNJ, MSFT 13F-HR 14 Apr 2021, 13:40
Q4 2020 106 $344,547,000 +$15,254,393 -$24,842,337 -$9,587,944 VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 15 Jan 2021, 18:51
Q3 2020 101 $315,958,000 +$9,513,960 -$9,538,569 -$24,609 VXUS, VOO, JNJ, AAPL, UVSP 13F-HR 13 Oct 2020, 12:11
Q2 2020 98 $303,034,000 +$38,413,516 -$7,544,611 +$30,868,905 VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 08 Jul 2020, 17:56
Q1 2020 106 $251,937,000 $0 VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 05 May 2020, 17:11
Q4 2019 33 $83,362,000 $0 UVSP, DFS, T, PCLN, CTSH 13F-HR 14 Jan 2020, 16:10
Q3 2019 109 $311,864,000 +$2,991,119 -$3,634,419 -$643,300 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 06 Nov 2019, 16:03
Q2 2019 108 $315,983,000 +$3,049,610 -$2,144,888 +$904,722 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 12 Jul 2019, 16:51
Q1 2019 114 $305,150,000 +$24,528,885 -$8,288,515 +$16,240,370 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 09 Apr 2019, 10:04
Q4 2018 112 $271,409,000 +$31,257,369 -$16,092,687 +$15,164,682 VXUS, VOO, UVSP, JNJ, XLU 13F-HR 25 Jan 2019, 17:39
Q3 2018 108 $327,875,000 +$73,831,583 -$7,795,636 +$66,035,947 VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 09 Oct 2018, 20:37
Q2 2018 98 $249,640,000 +$29,041,362 -$7,859,453 +$21,181,909 UVSP, JNJ, NKE, AAPL, HD 13F-HR 17 Jul 2018, 15:09
Q1 2018 93 $231,162,000 +$11,330,908 -$19,242,113 -$7,911,205 UVSP, JNJ, HRS, AAPL, TEL 13F-HR 18 Apr 2018, 17:47
Q4 2017 94 $248,413,000 +$3,157,670 -$4,119,028 -$961,358 UVSP, JNJ, JPM, AAPL, XLU 13F-HR 22 Jan 2018, 13:09
Q3 2017 92 $236,971,000 +$9,609,304 -$17,324,670 -$7,715,366 UVSP, JNJ, XLU, PNC, JPM 13F-HR 13 Oct 2017, 17:02
Q2 2017 92 $237,610,000 +$3,661,150 -$3,392,729 +$268,421 UVSP, JNJ, PNC, XLU, AAPL 13F-HR 28 Jul 2017, 16:39
Q1 2017 92 $228,530,000 +$17,249,398 -$15,143,864 +$2,105,534 UVSP, JNJ, PNC, DIS, XLU 13F-HR 11 Apr 2017, 16:38
Q4 2016 100 $236,080,000 +$20,838,331 -$11,607,996 +$9,230,335 UVSP, JNJ, XLU, PNC, JPM 13F-HR 13 Jan 2017, 16:27
Q3 2016 89 $220,833,000 +$5,099,266 -$2,102,527 +$2,996,739 UVSP, JNJ, XLU, AAPL, AVGOXXXX 13F-HR 31 Oct 2016, 15:31
Q2 2016 94 $219,310,000 +$970,469 -$5,304,222 -$4,333,753 UVSP, JNJ, XLU, ABBV, AVGOXXXX 13F-HR 18 Jul 2016, 21:34
Q1 2016 94 $219,768,000 +$23,260,858 -$12,898,602 +$10,362,256 UVSP, JNJ, XLU, AAPL, AVGOXXXX 13F-HR 14 Apr 2016, 19:17
Q4 2015 93 $219,115,000 +$17,084,505 -$4,455,141 +$12,629,364 UVSP, JNJ, HD, BRCM, AAPL 13F-HR 20 Jan 2016, 18:03
Q3 2015 86 $204,330,000 +$11,626,744 -$6,194,983 +$5,431,761 UVSP, JNJ, AAPL, DIS, HD 13F-HR 22 Oct 2015, 18:33
Q2 2015 87 $217,723,000 +$5,759,336 -$4,138,336 +$1,621,000 UVSP, JNJ, AAPL, DIS, AET 13F-HR 16 Jul 2015, 07:20
Q1 2015 88 $222,658,000 +$17,227,760 -$10,794,054 +$6,433,706 UVSP, JNJ, AAPL, DIS, XLU 13F-HR 30 Apr 2015, 09:00
Q4 2014 84 $228,314,000 +$11,467,985 -$3,628,419 +$7,839,566 UVSP, JNJ, AAPL, XLU, PNC 13F-HR 19 Feb 2015, 15:51
Q3 2014 82 $213,297,000 +$13,456,728 -$10,583,489 +$2,873,239 UVSP, JNJ, AAPL, XLU, PNC 13F-HR 06 Nov 2014, 16:23
Q2 2014 81 $212,487,000 +$18,641,491 -$6,035,992 +$12,605,499 UVSP, AAPL, XLU, DIS, BRCM 13F-HR 30 Jul 2014, 18:30
Q1 2014 78 $200,507,000 +$15,166,630 -$16,580,496 -$1,413,866 UVSP, XLU, JPM, WFC, DIS 13F-HR 02 May 2014, 15:23
Q4 2013 79 $202,808,000 $0 UVSP, XLU, GOOGLXXXX, JPM, WFC 13F-HR 07 Feb 2014, 14:40