UVV Universal Corp. COM

Ownership history in NAVELLIER & ASSOCIATES INC  ·  25 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Universal Corp. COM (UVV) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2023 Q4. The latest visible filing shows UVV at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC's position in Universal Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UVV was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NAVELLIER & ASSOCIATES INC held UVV — position size vs. price
% of Fund (quarterly)    UVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 61,696 -8,006 -11.5% 0.36% $3.3M 2026-02-14 (Est.) $53.46
2025 Q3 ADDED 69,702 +2,841 +4.2% 0.40% $3.9M 2025-11-06 $54.05
2025 Q2 ADDED 66,861 +54 +0.1% 0.48% $3.9M 2025-08-07 $50.10
2025 Q1 REDUCED 66,807 -7,271 -9.8% 0.54% $3.9M 2025-05-06 $56.18
2024 Q4 ADDED 74,078 +5,376 +7.8% 0.49% $4.1M 2025-02-03 $49.58
2024 Q3 REDUCED 68,702 -5,165 -7.0% 0.49% $3.6M 2024-11-12 $49.00
2024 Q2 REDUCED 73,867 -906 -1.2% 0.42% $3.6M 2024-08-08 $47.62
2024 Q1 REDUCED 74,773 -5,260 -6.6% 0.48% $3.9M 2024-05-14 $48.43
2023 Q4 ADDED 80,033 +50 +0.1% 0.81% $5.4M 2024-02-08 $47.27
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NAVELLIER & ASSOCIATES INC and UVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has NAVELLIER & ASSOCIATES INC reported owning UVV?

NAVELLIER & ASSOCIATES INC reported UVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UVV position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for UVV was 0.81% in 2023 Q4.

What is the latest reported UVV position on this page?

The most recent filing on this page is 2025 Q4, when NAVELLIER & ASSOCIATES INC reported 61,696 shares, equal to 0.36% of portfolio, with an estimated market value of $3.3M.

What does the chart on this UVV ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC's quarterly UVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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