Ownership history in Bernardo Wealth Planning LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Bernardo Wealth Planning LLC reported a position in UNIVEST FINANCIAL CORPORATION (UVSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bernardo Wealth Planning LLC underperformed the S&P 500 by β2.9% annually on this UVSP position. Timing score: 59% (13/22 decisions correct). Average cost basis: $26.23. Maximum drawdown during holding period: β44.5%.
β οΈ Trailed SPY by 2.9% ann. on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 22 add/trim decisions correct
Best entry: $13.40 (2020 Q1) Β· Worst: $29.61 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 7 trims. Bought during 5 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size