UNIVEST FINANCIAL Corp

Q3 2025 13F-HR Holdings

Location
Souderton, PA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
260
Total value ($000)
$1,787,159
Net value change ($000)
+120,501 (7.2%)
New positions
6
Sold out positions
12
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/4/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 20,438 15.4%
AAPL 16,923 21.6%
GOOGL 16,544 32.1%
SPYM 6,140 4.7%
UNH 5,988 56.1%
FISV 5,610 2347.3%
MU 5,483 50.7%
SNPS 5,294 125.0%
IUSB 5,014 14.8%
LLY 4,639 21.5%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -3,465 -22.1%
MSFT -2,620 -3.1%
SPGI -2,484 -12.5%
META -2,195 -4.6%
AMT -1,945 -14.4%
VEEV -1,835 -36.3%
IDXX -1,797 -29.0%
ZTS -1,776 -20.1%
MRK -1,342 -36.6%
TDG -1,332 -22.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type