UNIVEST FINANCIAL Corp

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$1.59B
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 272 stock holdings with total value $1.59B as of Q4 2024. Top holdings included VXUS, SPLG, AAPL, MSFT, and SPAB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 272 $1.59B +$188M -$102M +$86.2M VXUS, SPLG, AAPL, MSFT, SPAB 13F-HR 2/11/2025, 05:55 PM
Q3 2024 280 $1.52B +$1.15B -$9.39M +$1.14B VXUS, AAPL, SPLG, MSFT, SPAB 13F-HR 11/14/2024, 01:48 PM
Q2 2024 133 $360M +$15M -$13M +$2.02M VXUS, VOO, AAPL, MSFT, GOOGL 13F-HR 8/5/2024, 05:21 PM
Q1 2024 131 $355M +$36.9M -$37.1M -$236K VXUS, VOO, MSFT, AAPL, AMZN 13F-HR 5/8/2024, 10:14 AM
Q4 2023 118 $338M +$15.7M -$13.3M +$2.37M VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 2/6/2024, 05:21 PM
Q3 2023 119 $300M +$10.7M -$27.3M -$16.6M VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 11/7/2023, 08:22 PM
Q2 2023 118 $331M +$23.4M -$25.3M -$1.96M VXUS, VOO, AAPL, MSFT, AMZN 13F-HR 8/7/2023, 09:31 PM
Q1 2023 105 $320M +$21.4M -$21.8M -$477K VXUS, VOO, AAPL, MSFT, UVSP 13F-HR 5/8/2023, 05:21 PM
Q4 2022 105 $318M +$19.6M -$31.7M -$12.1M VXUS, VOO, UVSP, XLE, MSFT 13F-HR 2/9/2023, 07:48 PM
Q3 2022 100 $306M +$62M -$28.9M +$33.1M VXUS, VOO, BND, UVSP, XLE 13F-HR 11/3/2022, 06:27 PM
Q2 2022 100 $307M +$14.6M -$3.56M +$11M VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 8/5/2022, 01:45 PM
Q1 2022 112 $355M +$48.9M -$62.7M -$13.8M VXUS, VOO, UVSP, MSFT, AAPL 13F-HR 5/4/2022, 09:44 PM
Q4 2021 112 $393M +$14.2M -$9.25M +$4.94M VXUS, VOO, UVSP, AAPL, MSFT 13F-HR 2/7/2022, 07:28 PM
Q3 2021 109 $358M +$3.62M -$5.99M -$2.37M VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 11/12/2021, 10:24 AM
Q2 2021 109 $364M +$7.28M -$16.6M -$9.28M VXUS, VOO, UVSP, MSFT, JNJ 13F-HR 7/19/2021, 07:25 PM
Q1 2021 103 $355M +$38.5M -$49.8M -$11.3M VXUS, VOO, UVSP, JNJ, MSFT 13F-HR 4/14/2021, 01:40 PM
Q4 2020 106 $345M +$15.3M -$24.8M -$9.59M VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 1/15/2021, 06:51 PM
Q3 2020 101 $316M +$9.51M -$9.54M -$24.6K VXUS, VOO, JNJ, AAPL, UVSP 13F-HR 10/13/2020, 12:11 PM
Q2 2020 98 $303M +$38.4M -$7.54M +$30.9M VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 7/8/2020, 05:56 PM
Q1 2020 106 $252M VXUS, VOO, JNJ, UVSP, AAPL 13F-HR 5/5/2020, 05:11 PM
Q4 2019 33 $83.4M UVSP, DFS, T, PCLN, CTSH 13F-HR 1/14/2020, 04:10 PM
Q3 2019 109 $312M +$2.99M -$3.63M -$643K VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 11/6/2019, 04:03 PM
Q2 2019 108 $316M +$3.05M -$2.14M +$905K VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 7/12/2019, 04:51 PM
Q1 2019 114 $305M +$24.5M -$8.29M +$16.2M VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 4/9/2019, 10:04 AM
Q4 2018 112 $271M +$31.3M -$16.1M +$15.2M VXUS, VOO, UVSP, JNJ, XLU 13F-HR 1/25/2019, 05:39 PM
Q3 2018 108 $328M +$73.8M -$7.8M +$66M VXUS, VOO, UVSP, JNJ, AAPL 13F-HR 10/9/2018, 08:37 PM
Q2 2018 98 $250M +$29M -$7.86M +$21.2M UVSP, JNJ, NKE, AAPL, HD 13F-HR 7/17/2018, 03:09 PM
Q1 2018 93 $231M +$11.3M -$19.2M -$7.91M UVSP, JNJ, HRS, AAPL, TEL 13F-HR 4/18/2018, 05:47 PM
Q4 2017 94 $248M +$3.16M -$4.12M -$961K UVSP, JNJ, JPM, AAPL, XLU 13F-HR 1/22/2018, 01:09 PM
Q3 2017 92 $237M +$9.61M -$17.3M -$7.72M UVSP, JNJ, XLU, PNC, JPM 13F-HR 10/13/2017, 05:02 PM
Q2 2017 92 $238M +$3.66M -$3.39M +$268K UVSP, JNJ, PNC, XLU, AAPL 13F-HR 7/28/2017, 04:39 PM
Q1 2017 92 $229M +$17.2M -$15.1M +$2.11M UVSP, JNJ, PNC, DIS, XLU 13F-HR 4/11/2017, 04:38 PM
Q4 2016 100 $236M +$20.8M -$11.6M +$9.23M UVSP, JNJ, XLU, PNC, JPM 13F-HR 1/13/2017, 04:27 PM
Q3 2016 89 $221M +$5.1M -$2.1M +$3M UVSP, JNJ, XLU, AAPL, AVGOXXXX 13F-HR 10/31/2016, 03:31 PM
Q2 2016 94 $219M +$970K -$5.3M -$4.33M UVSP, JNJ, XLU, ABBV, AVGOXXXX 13F-HR 7/18/2016, 09:34 PM
Q1 2016 94 $220M +$23.3M -$12.9M +$10.4M UVSP, JNJ, XLU, AAPL, AVGOXXXX 13F-HR 4/14/2016, 07:17 PM
Q4 2015 93 $219M +$17.1M -$4.46M +$12.6M UVSP, JNJ, HD, BRCM, AAPL 13F-HR 1/20/2016, 06:03 PM
Q3 2015 86 $204M +$11.6M -$6.19M +$5.43M UVSP, JNJ, AAPL, DIS, HD 13F-HR 10/22/2015, 06:33 PM
Q2 2015 87 $218M +$5.76M -$4.14M +$1.62M UVSP, JNJ, AAPL, DIS, AET 13F-HR 7/16/2015, 07:20 AM
Q1 2015 88 $223M +$17.2M -$10.8M +$6.43M UVSP, JNJ, AAPL, DIS, XLU 13F-HR 4/30/2015, 09:00 AM
Q4 2014 84 $228M +$11.5M -$3.63M +$7.84M UVSP, JNJ, AAPL, XLU, PNC 13F-HR 2/19/2015, 03:51 PM
Q3 2014 82 $213M +$13.5M -$10.6M +$2.87M UVSP, JNJ, AAPL, XLU, PNC 13F-HR 11/6/2014, 04:23 PM
Q2 2014 81 $212M +$18.6M -$6.04M +$12.6M UVSP, AAPL, XLU, DIS, BRCM 13F-HR 7/30/2014, 06:30 PM
Q1 2014 78 $201M +$15.2M -$16.6M -$1.41M UVSP, XLU, JPM, WFC, DIS 13F-HR 5/2/2014, 03:23 PM
Q4 2013 79 $203M UVSP, XLU, GOOGLXXXX, JPM, WFC 13F-HR 2/7/2014, 02:40 PM