UNIVEST FINANCIAL Corp

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), UNIVEST FINANCIAL Corp reported 131 stock positions worth $355.3 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 13.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and Microsoft (MSFT, 4.0%). Compared with Q4 2023, it opened 22 new positions, sold out of 9, added to 42 and reduced 53. The biggest buy was Estee Lauder Companies Class A (EL, shares +266%) and the biggest sale Home Depot (HD, shares −84%).

Most Recent 13F
Q2 2026
Location
SOUDERTON, PA
CIK
0000102212
Portfolio Value
$355.3M (Q1 2024)
SEC Filing
0001085146-24-002307 ↗ filed May 8, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $355.3M $355.3M Q1 2024 Q2 2024: $360.0M Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.8B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 131 stocks · $355.3M
VXUS Vanguard Total Intl Stock 13.39% 789,266 $47.6M Add +8.0%
VOO Vanguard S&P 500 ETF 7.38% 54,544 $26.2M Reduce -1.1%
MSFT Microsoft Corp. 4.05% 34,166 $14.4M Add +1.5%
AAPL Apple Inc. 3.66% 75,812 $13.0M Add +4.3%
AMZN Amazon.com Inc. 2.67% 52,501 $9.5M Reduce -9.8%
META Meta Platforms Inc. Class A 2.66% 19,446 $9.4M Add +5.2%
SPAB SS SPDR P Agg Bond ETF 2.59% 364,081 $9.2M Add +12.9%
XLE SS Energy Select Sector 2.56% 96,453 $9.1M Add +8.6%
GOOGL Alphabet Inc. Class A 2.54% 59,776 $9.0M Reduce -4.0%
UVSP Univest Financial Corp. 2.38% 405,491 $8.4M Reduce -6.8%
JNJ Johnson & Johnson 2.36% 53,107 $8.4M Reduce -1.4%
AMAT Applied Materials Inc. 1.94% 33,429 $6.9M Reduce -10.3%
BLK BlackRock Finance Inc. 1.88% 8,006 $6.7M Reduce -4.8%
NEE Nextera Energy Inc. 1.88% 104,365 $6.7M Add +188.4%
TMO Thermo Fisher Scientific Inc. 1.82% 11,115 $6.5M Add +7.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 1.75% 40,349 $6.2M Add +265.8%
V Visa Inc. Class A 1.72% 21,918 $6.1M Reduce -9.0%
CRM Salesforce Inc. 1.64% 19,337 $5.8M Add +18.3%
AMT American Tower Corp. 1.61% 29,035 $5.7M Add +16.1%
ROP Roper Technologies Inc. 1.60% 10,151 $5.7M Reduce -6.6%
REGN Regeneron Pharmaceuticals 1.58% 5,850 $5.6M Reduce -16.5%
FDX FedEx Corp. 1.28% 15,650 $4.5M Add +13.3%
CRL Charles River Laboratories 1.27% 16,638 $4.5M Reduce -2.8%
COST Costco Wholesale Corp. 1.25% 6,071 $4.4M Reduce -40.9%
MKSI MKS Inc. filed as MKS INSTRS INC 1.22% 32,530 $4.3M Add +4.9%
UNH Unitedhealth Group Inc. 1.22% 8,744 $4.3M Reduce -26.5%
AXP American Express Co. 1.21% 18,877 $4.3M Reduce -12.1%
A Agilent Technologies Inc. 1.20% 29,238 $4.3M Reduce -4.1%
SHW The Sherwin-Williams Co. 1.19% 12,141 $4.2M Reduce -37.7%
SPGI S&P Global Inc. 1.17% 9,777 $4.2M Reduce -5.1%
SSNC Ss&c Technologies Holdings 1.15% 63,747 $4.1M Add +2.2%
HON Honeywell International Inc. 1.14% 19,751 $4.1M Add +0.2%
SCHW Schwab (charles) Corp. 1.14% 55,871 $4.0M New
TEL Te Connectivity Ltd. 1.11% 27,255 $4.0M Add +3.1%
SWKS Skyworks Solutions Inc. 1.11% 36,544 $4.0M Add +17.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.10% 38,389 $3.9M New
POOL Pool Corp. 1.08% 9,487 $3.8M Add +1.4%
ACN Accenture PLC Class A 1.05% 10,805 $3.7M Reduce -10.1%
ANAYX AB Global Bond-Adv 1.05% 541,411 $3.7M Add +12.1%
NKE Nike Inc. Class B 1.02% 38,694 $3.6M Add +11.7%
MDLZ Mondelez International Inc. Class A 1.02% 51,710 $3.6M Add +3.1%
ZTS Zoetis Inc. 1.02% 21,343 $3.6M Add +3.6%
IJH iShares Core S&P Midcap ETF 0.88% 51,248 $3.1M Reduce -1.0%
IJR iShares Core S&P Small-Cap E 0.80% 25,751 $2.8M Reduce -0.4%
LLY Eli Lilly & Co. 0.50% 2,290 $1.8M No change
JPM JPMorgan Chase & Co. 0.44% 7,822 $1.6M Reduce -74.0%
EFX Equifax Inc. 0.40% 5,250 $1.4M No change
XOM Exxon Mobil Corp. 0.35% 10,713 $1.2M Add +4.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 2,294 $1.2M Reduce -0.4%
MRK Merck & Co. Inc. 0.32% 8,717 $1.2M Reduce -6.0%
AVGO Broadcom Inc. 0.28% 757 $1.0M Add +47.3%
UNP Union Pacific Corp. 0.28% 4,015 $987K Add +1.7%
NSC Norfolk Southern Corp. 0.28% 3,855 $983K No change
HD Home Depot Inc. 0.22% 2,077 $797K Reduce -83.6%
CVX Chevron Corp. 0.19% 4,253 $671K Add +11.2%
VEU Vanguard Ftse All-World Ex-U 0.17% 10,523 $617K Reduce -9.1%
PNC PNC Financial Services Group 0.17% 3,727 $602K Reduce -0.2%
HSY The Hershey Co. 0.17% 3,027 $589K Reduce -0.2%
PEP Pepsico Inc. 0.16% 3,303 $578K Reduce -6.2%
XLK SS Technology Select Sector 0.16% 2,652 $552K Reduce -68.0%
WSFS WSFS Financial Corp. 0.15% 11,886 $537K No change
PWR Quanta Services Inc. 0.15% 2,050 $533K Reduce -1.2%
PPG PPG Industries Inc. 0.14% 3,486 $505K No change
FTNT Fortinet Inc. 0.14% 7,201 $492K New
BX Blackstone Inc. 0.14% 3,688 $484K Add +11.1%
LMT Lockheed Martin Corp. 0.13% 1,017 $463K Add +2.4%
MET Metlife Inc. 0.13% 6,058 $449K Reduce -8.0%
WM Waste Management Inc. 0.12% 2,069 $441K Reduce -33.6%
URI United Rentals Inc. 0.12% 595 $429K Add +10.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 3,374 $413K Reduce -0.0%
DE Deere & Co. 0.11% 993 $408K No change
AMGN Amgen Inc. 0.11% 1,428 $406K Reduce -9.2%
VZ Verizon Communications Inc. 0.11% 9,443 $396K Add +0.6%
ECL Ecolab Inc. 0.11% 1,713 $396K Add +30.1%
ICE Intercontinental Exchange Inc. 0.11% 2,864 $394K Add +28.4%
PG The Procter & Gamble Co. 0.11% 2,365 $384K Add +0.1%
KO The Coca-Cola Co. 0.11% 6,182 $378K No change
CAT Caterpillar Inc. 0.10% 1,007 $369K Reduce -2.0%
CMCSA Comcast Corp. Class A 0.10% 8,442 $366K Add +5.7%
ABT Abbott Laboratories 0.10% 3,155 $359K Reduce -3.1%
PM Philip Morris International 0.10% 3,890 $356K No change
MCD McDonald's Corp. 0.10% 1,223 $345K Add +2.2%
IVV iShares Core S&P 500 ETF 0.10% 648 $341K Reduce -2.7%
SNPS Synopsys Inc. 0.09% 590 $337K Add +14.8%
DAR Darling Ingredients Inc. 0.09% 7,239 $337K New
NOW ServiceNow Inc. 0.09% 433 $330K Add +9.9%
ADBE Adobe Inc. 0.09% 652 $329K Add +25.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.09% 1,114 $319K Reduce -14.3%
CDW CDW Corp. 0.09% 1,243 $318K No change
ITOT iShares Core S&P Total U.S. 0.09% 2,680 $309K New
PPL PPL Corp. 0.09% 11,156 $307K No change
BP BP PLC-Spons ADR 0.08% 7,938 $299K Reduce -5.9%
CSCO Cisco Systems Inc. 0.08% 5,866 $293K Reduce -0.5%
PFE Pfizer Inc. 0.08% 10,352 $287K Add +7.7%
WMT Walmart Inc. 0.08% 4,772 $287K Reduce -22.1%
VEA Vanguard Ftse Developed ETF 0.08% 5,687 $285K Reduce -7.2%
WSO Watsco Inc. 0.08% 659 $285K Reduce -5.7%
INCY Incyte Corp. 0.08% 4,977 $284K New
EXC Exelon Corp. 0.08% 7,345 $276K Reduce -0.4%
IWF iShares Russell 1000 Growth 0.08% 803 $271K No change
BNDX Vanguard Total Intl Bond ETF 0.08% 5,479 $270K Reduce -44.8%
CME Cme Group Inc. 0.08% 1,246 $268K Add +0.5%
DHI D.R. Horton Inc. 0.08% 1,621 $267K Reduce -0.2%
ANET Arista Networks Inc. 0.07% 919 $266K Add +1.6%
BA The Boeing Co. 0.07% 1,372 $265K No change
TDG Transdigm Group Inc. 0.07% 214 $264K New
ADI Analog Devices Inc. 0.07% 1,319 $261K Reduce -4.1%
VRSK Verisk Analytics Inc. 0.07% 1,079 $254K New
ULTA Ulta Beauty Inc. 0.07% 483 $253K New
LNTH Lantheus Holdings Inc. 0.07% 4,009 $250K New
ISRG Intuitive Surgical Inc. 0.07% 619 $247K New
GPC Genuine Parts Co. 0.07% 1,574 $244K New
FLO Flowers Foods Inc. 0.07% 10,232 $243K New
RMD Resmed Inc. 0.07% 1,224 $242K New
LW Lamb Weston Holdings Inc. 0.07% 2,267 $242K New
MNST Monster Beverage Corp. 0.07% 4,063 $241K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.07% 1,994 $238K Reduce -14.6%
PLD Prologis Inc. 0.07% 1,818 $237K Reduce -3.0%
APD Air Products & Chemicals Inc. 0.07% 977 $237K Add +9.4%
VEEV Veeva Systems Inc. Class A 0.07% 1,009 $234K New
CTAS Cintas Corp. 0.07% 340 $234K No change
MO Altria Group Inc. 0.07% 5,330 $232K Reduce -5.3%
WEC WEC Energy Group Inc. 0.06% 2,731 $224K New
T AT&T Inc. 0.06% 12,146 $214K Reduce -8.3%
KMI Kinder Morgan Inc. 0.06% 11,583 $212K Reduce -0.7%
PEG Public Service Enterprise GP 0.06% 3,176 $212K New
SO The Southern Co. 0.06% 2,926 $210K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 800 $208K Reduce -14.2%
MTCH Match Group Inc. 0.06% 5,702 $207K New
ADSK Autodesk Inc. 0.06% 794 $207K New
GOOG Alphabet Inc. Class C 0.06% 1,320 $201K New

Portfolio Sells Q4 2023 → Q1 2024
HD Home Depot Inc. Reduce -83.6% 0.22% −1.07
JPM JPMorgan Chase & Co. Reduce -74.0% 0.44% −1.07
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.93
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.83
COST Costco Wholesale Corp. Reduce -40.9% 1.25% −0.75
BND Vanguard Total Bond Market Sold out 0.00% −0.73
UNH Unitedhealth Group Inc. Reduce -26.5% 1.22% −0.63
SHW The Sherwin-Williams Co. Reduce -37.7% 1.19% −0.61
UVSP Univest Financial Corp. Reduce -6.8% 2.38% −0.46
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.32
XLK SS Technology Select Sector Reduce -68.0% 0.16% −0.32
XLV SS Health Care Select Sector Sold out 0.00% −0.24
REGN Regeneron Pharmaceuticals Reduce -16.5% 1.58% −0.24
ACN Accenture PLC Class A Reduce -10.1% 1.05% −0.19
XLI SS Industrial Select Sector Sold out 0.00% −0.19
SPGI S&P Global Inc. Reduce -5.1% 1.17% −0.17
ROP Roper Technologies Inc. Reduce -6.6% 1.60% −0.15
BLK BlackRock Finance Inc. Reduce -4.8% 1.88% −0.14
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.14
JNJ Johnson & Johnson Reduce -1.4% 2.36% −0.13
V Visa Inc. Class A Reduce -9.0% 1.72% −0.13
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.12
BNDX Vanguard Total Intl Bond ETF Reduce -44.8% 0.08% −0.07
GIFPX Guggenheim Float Rte STR-P Sold out 0.00% −0.06
A Agilent Technologies Inc. Reduce -4.1% 1.20% −0.06
WM Waste Management Inc. Reduce -33.6% 0.12% −0.04
GOOGL Alphabet Inc. Class A Reduce -4.0% 2.54% −0.03
IJR iShares Core S&P Small-Cap E Reduce -0.4% 0.80% −0.03
AMGN Amgen Inc. Reduce -9.2% 0.11% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -9.1% 0.17% −0.02
WMT Walmart Inc. Reduce -22.1% 0.08% −0.01
PEP Pepsico Inc. Reduce -6.2% 0.16% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -14.3% 0.09% −0.01
WSO Watsco Inc. Reduce -5.7% 0.08% −0.01
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -14.6% 0.07% −0.01
ADI Analog Devices Inc. Reduce -4.1% 0.07% −0.01
PLD Prologis Inc. Reduce -3.0% 0.07% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -14.2% 0.06% −0.01
VEA Vanguard Ftse Developed ETF Reduce -7.2% 0.08% −0.01
T AT&T Inc. Reduce -8.3% 0.06% −0.01
CSCO Cisco Systems Inc. Reduce -0.5% 0.08% −0.01
ABT Abbott Laboratories Reduce -3.1% 0.10% −0.01
BP BP PLC-Spons ADR Reduce -5.9% 0.08% −0.00
MET Metlife Inc. Reduce -8.0% 0.13% −0.00
MO Altria Group Inc. Reduce -5.3% 0.07% −0.00
HSY The Hershey Co. Reduce -0.2% 0.17% −0.00
PNC PNC Financial Services Group Reduce -0.2% 0.17% −0.00
KMI Kinder Morgan Inc. Reduce -0.7% 0.06% −0.00
EXC Exelon Corp. Reduce -0.4% 0.08% −0.00
IVV iShares Core S&P 500 ETF Reduce -2.7% 0.10% +0.00

Portfolio Buys Q4 2023 → Q1 2024
EL Estee Lauder Companies Class A Add +265.8% 1.75% +1.27
NEE Nextera Energy Inc. Add +188.4% 1.88% +1.23
SCHW Schwab (charles) Corp. New 1.14% +1.14
TJX TJX Companies Inc. New 1.10% +1.10
VXUS Vanguard Total Intl Stock Add +8.0% 13.39% +0.87
META Meta Platforms Inc. Class A Add +5.2% 2.66% +0.72
CRM Salesforce Inc. Add +18.3% 1.64% +0.37
XLE SS Energy Select Sector Add +8.6% 2.56% +0.36
MSFT Microsoft Corp. Add +1.5% 4.05% +0.30
MKSI MKS Inc. Add +4.9% 1.22% +0.27
FDX FedEx Corp. Add +13.3% 1.28% +0.24
TMO Thermo Fisher Scientific Inc. Add +7.3% 1.82% +0.19
SPAB SS SPDR P Agg Bond ETF Add +12.9% 2.59% +0.15
FTNT Fortinet Inc. New 0.14% +0.14
AVGO Broadcom Inc. Add +47.3% 0.28% +0.11
DAR Darling Ingredients Inc. New 0.09% +0.09
ITOT iShares Core S&P Total U.S. New 0.09% +0.09
SWKS Skyworks Solutions Inc. Add +17.9% 1.11% +0.08
INCY Incyte Corp. New 0.08% +0.08
TDG Transdigm Group Inc. New 0.07% +0.07
VRSK Verisk Analytics Inc. New 0.07% +0.07
ULTA Ulta Beauty Inc. New 0.07% +0.07
LNTH Lantheus Holdings Inc. New 0.07% +0.07
ISRG Intuitive Surgical Inc. New 0.07% +0.07
GPC Genuine Parts Co. New 0.07% +0.07
FLO Flowers Foods Inc. New 0.07% +0.07
RMD Resmed Inc. New 0.07% +0.07
LW Lamb Weston Holdings Inc. New 0.07% +0.07
MNST Monster Beverage Corp. New 0.07% +0.07
VEEV Veeva Systems Inc. Class A New 0.07% +0.07
WEC WEC Energy Group Inc. New 0.06% +0.06
PEG Public Service Enterprise GP New 0.06% +0.06
ANAYX AB Global Bond-Adv Add +12.1% 1.05% +0.06
ADSK Autodesk Inc. New 0.06% +0.06
MTCH Match Group Inc. New 0.06% +0.06
GOOG Alphabet Inc. Class C New 0.06% +0.06
XOM Exxon Mobil Corp. Add +4.2% 0.35% +0.05
ECL Ecolab Inc. Add +30.1% 0.11% +0.03
URI United Rentals Inc. Add +10.2% 0.12% +0.03
SSNC Ss&c Technologies Holdings Add +2.2% 1.15% +0.03
ICE Intercontinental Exchange Inc. Add +28.4% 0.11% +0.03
CVX Chevron Corp. Add +11.2% 0.19% +0.02
AMT American Tower Corp. Add +16.1% 1.61% +0.02
SNPS Synopsys Inc. Add +14.8% 0.09% +0.02
TEL Te Connectivity Ltd. Add +3.1% 1.11% +0.02
ANET Arista Networks Inc. Add +1.6% 0.07% +0.01
NOW ServiceNow Inc. Add +9.9% 0.09% +0.01
BX Blackstone Inc. Add +11.1% 0.14% +0.01
VZ Verizon Communications Inc. Add +0.6% 0.11% +0.01
PG The Procter & Gamble Co. Add +0.1% 0.11% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 275$2.0BVXUS, SPYM, AAPL, GOOGL, MU
Q1 2026 254$1.8BVXUS, SPYM, AAPL, GOOGL, MSFT
Q4 2025 256$1.9BVXUS, SPYM, AAPL, GOOGL, SPAB
Q3 2025 260$1.8BVXUS, SPYM, AAPL, MSFT, SPAB
Q2 2025 266$1.7BVXUS, SPYM, MSFT, AAPL, SPAB
Q1 2025 275$1.5BVXUS, SPYM, AAPL, SPAB, MSFT
Q4 2024 272$1.6BVXUS, SPYM, AAPL, MSFT, SPAB
Q3 2024 280$1.5BVXUS, AAPL, SPYM, MSFT, SPAB
Q2 2024 133$360.0MVXUS, VOO, AAPL, MSFT, GOOGL
Q1 2024 131$355.3MVXUS, VOO, MSFT, AAPL, AMZN