QUADRANT CAPITAL GROUP LLC UVSP — Univest Corp of Pennsylvania

Ownership history in QUADRANT CAPITAL GROUP LLC  ·  27 quarters on record

AI Ownership Summary

QUADRANT CAPITAL GROUP LLC reported Univest Corp of Pennsylvania (UVSP) in 27 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows UVSP at 0.01% 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 UVSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QUADRANT CAPITAL GROUP LLC's position in Univest Corp of Pennsylvania, 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
2026 Q3

UVSP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

UVSP stock page QUADRANT CAPITAL GROUP LLC fund profile QUADRANT CAPITAL GROUP LLC full holdings
How QUADRANT CAPITAL GROUP LLC held UVSP — position size vs. price
% of Fund (quarterly)    UVSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 8,155 -50 -0.6% 0.01% $331K 2026-10-20 $41.83
2026 Q2 REDUCED — — — 8,205 -73 -0.9% 0.01% $359K 2026-08-14 $43.16
2026 Q1 UNCHANGED — — — 8,278 — 0% 0.01% $284K 2026-05-13 $37.60
2025 Q4 REDUCED — — — 8,278 -53 -0.6% 0.01% $271K 2026-02-13 $34.55
2025 Q3 UNCHANGED — — — 8,331 — 0% 0.01% $250K 2025-11-13 $30.10
2025 Q2 REDUCED — — — 8,331 -386 -4.4% 0.01% $250K 2025-08-13 $29.85
2025 Q1 REDUCED — — — 8,717 -14 -0.2% 0.01% $247K 2025-05-13 $30.34
2024 Q4 UNCHANGED — — — 8,731 — 0% 0.02% $258K 2025-02-13 $30.01
2024 Q3 UNCHANGED — — — 8,731 — 0% 0.02% $246K 2024-11-12 $30.12
2024 Q2 REDUCED — — — 8,731 -175 -2.0% 0.01% $199K 2024-08-12 $23.68
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UVSP

As of 2026 Q3 — sorted by position size

Everhart Financial Group, Inc. 3Y 0.13% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.09% Bison Wealth, LLC 0.06% Stanley-Laman Group, Ltd. 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.04% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% Essential Partners LLC 0.0% Fortitude Family Office, LLC 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% Grove Bank & Trust 3Y 7Y 0.0%

FAQ About QUADRANT CAPITAL GROUP LLC and UVSP

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

How long has QUADRANT CAPITAL GROUP LLC reported owning UVSP?

QUADRANT CAPITAL GROUP LLC reported UVSP across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported UVSP position in QUADRANT CAPITAL GROUP LLC's portfolio?

The largest reported portfolio weight for UVSP was 0.02% in 2024 Q4.

What is the latest reported UVSP position on this page?

The most recent filing on this page is 2026 Q3, when QUADRANT CAPITAL GROUP LLC reported 8,155 shares, equal to 0.01% of portfolio, with an estimated market value of $331K.

What does the chart on this UVSP ownership page compare?

The chart compares QUADRANT CAPITAL GROUP LLC's quarterly UVSP 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.

How well did QUADRANT CAPITAL GROUP LLC time their UVSP position?

Based on 13F filing dates vs. subsequent UVSP price moves, QUADRANT CAPITAL GROUP LLC correctly timed 9 out of 21 reported position changes (43%). The annualised alpha on UVSP relative to SPY over the holding period was +3.2%.

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