UNIVEST FINANCIAL Corp

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), UNIVEST FINANCIAL Corp reported 133 stock positions worth $360.0 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 13.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.5%) and Apple (AAPL, 4.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 44 and reduced 55. The biggest buy was Broadcom (AVGO, shares +397%) and the biggest sale MKS (MKSI, shares −93%).

Most Recent 13F
Q2 2026
Location
SOUDERTON, PA
CIK
0000102212
Portfolio Value
$360.0M (Q2 2024)
SEC Filing
0001085146-24-003504 ↗ filed Aug 5, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $355.3M Q1 2024 Q2 2024: $360.0M $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 133 stocks · $360.0M
VXUS Vanguard Total Intl Stock 13.77% 821,917 $49.6M Add +4.1%
VOO Vanguard S&P 500 ETF 6.45% 46,449 $23.2M Reduce -14.8%
AAPL Apple Inc. 4.50% 76,878 $16.2M Add +1.4%
MSFT Microsoft Corp. 4.13% 33,288 $14.9M Reduce -2.6%
GOOGL Alphabet Inc. Class A 2.97% 58,657 $10.7M Reduce -1.9%
AMZN Amazon.com Inc. 2.79% 51,912 $10.0M Reduce -1.1%
SPAB SS SPDR P Agg Bond ETF 2.66% 381,860 $9.6M Add +4.9%
META Meta Platforms Inc. Class A 2.66% 18,988 $9.6M Reduce -2.4%
UVSP Univest Financial Corp. 2.56% 404,209 $9.2M Reduce -0.3%
XLE SS Energy Select Sector 2.43% 95,877 $8.7M Reduce -0.6%
JNJ Johnson & Johnson 2.15% 53,034 $7.8M Reduce -0.1%
AMAT Applied Materials Inc. 2.02% 30,875 $7.3M Reduce -7.6%
NEE Nextera Energy Inc. 2.00% 101,869 $7.2M Reduce -2.4%
BLK BlackRock Finance Inc. 1.78% 8,149 $6.4M Add +1.8%
TMO Thermo Fisher Scientific Inc. 1.72% 11,225 $6.2M Add +1.0%
AVGO Broadcom Inc. 1.68% 3,763 $6.0M Add +397.1%
REGN Regeneron Pharmaceuticals 1.66% 5,692 $6.0M Reduce -2.7%
AMT American Tower Corp. 1.61% 29,789 $5.8M Add +2.6%
ROP Roper Technologies Inc. 1.57% 10,004 $5.6M Reduce -1.4%
V Visa Inc. Class A 1.56% 21,454 $5.6M Reduce -2.1%
COST Costco Wholesale Corp. 1.37% 5,814 $4.9M Reduce -4.2%
CRM Salesforce Inc. 1.37% 19,194 $4.9M Reduce -0.7%
FDX FedEx Corp. 1.26% 15,179 $4.6M Reduce -3.0%
SPGI S&P Global Inc. 1.25% 10,125 $4.5M Add +3.6%
UNH Unitedhealth Group Inc. 1.21% 8,565 $4.4M Reduce -2.0%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 1.18% 40,061 $4.3M Reduce -0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.15% 37,557 $4.1M Reduce -2.2%
AXP American Express Co. 1.15% 17,835 $4.1M Reduce -5.5%
HON Honeywell International Inc. 1.14% 19,276 $4.1M Reduce -2.4%
TEL Te Connectivity Ltd. 1.10% 26,379 $4.0M Reduce -3.2%
SCHW Schwab (charles) Corp. 1.10% 53,508 $3.9M Reduce -4.2%
ZTS Zoetis Inc. 1.09% 22,649 $3.9M Add +6.1%
SSNC Ss&c Technologies Holdings 1.08% 62,067 $3.9M Reduce -2.6%
ANAYX AB Global Bond-Adv 1.07% 562,351 $3.8M Add +3.9%
A Agilent Technologies Inc. 1.03% 28,674 $3.7M Reduce -1.9%
SWKS Skyworks Solutions Inc. 1.03% 34,746 $3.7M Reduce -4.9%
SHW The Sherwin-Williams Co. 0.98% 11,821 $3.5M Reduce -2.6%
ACN Accenture PLC Class A 0.97% 11,503 $3.5M Add +6.5%
MDLZ Mondelez International Inc. Class A 0.94% 51,525 $3.4M Reduce -0.4%
CRL Charles River Laboratories 0.93% 16,252 $3.4M Reduce -2.3%
NKE Nike Inc. Class B 0.84% 40,321 $3.0M Add +4.2%
IJH iShares Core S&P Midcap ETF 0.82% 50,524 $3.0M Reduce -1.4%
IJR iShares Core S&P Small-Cap E 0.82% 27,542 $2.9M Add +7.0%
POOL Pool Corp. 0.81% 9,450 $2.9M Reduce -0.4%
LLY Eli Lilly & Co. 0.58% 2,290 $2.1M No change
JPM JPMorgan Chase & Co. 0.42% 7,535 $1.5M Reduce -3.7%
VTI VG Morningstar TS MKT ETF-US 0.38% 5,105 $1.4M Add +538.1%
EFX Equifax Inc. 0.35% 5,250 $1.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 2,294 $1.2M No change
XOM Exxon Mobil Corp. 0.34% 10,667 $1.2M Reduce -0.4%
MRK Merck & Co. Inc. 0.31% 9,107 $1.1M Add +4.5%
UNP Union Pacific Corp. 0.25% 4,015 $908K No change
NSC Norfolk Southern Corp. 0.22% 3,698 $794K Reduce -4.1%
HD Home Depot Inc. 0.19% 1,971 $678K Reduce -5.1%
FTNT Fortinet Inc. 0.18% 10,967 $661K Add +52.3%
CVX Chevron Corp. 0.18% 4,219 $660K Reduce -0.8%
ADBE Adobe Inc. 0.18% 1,144 $636K Add +75.5%
ECL Ecolab Inc. 0.17% 2,631 $626K Add +53.6%
VEU Vanguard Ftse All-World Ex-U 0.17% 10,523 $617K No change
ICE Intercontinental Exchange Inc. 0.17% 4,460 $611K Add +55.7%
BX Blackstone Inc. 0.17% 4,826 $597K Add +30.9%
URI United Rentals Inc. 0.16% 908 $587K Add +52.6%
PNC PNC Financial Services Group 0.16% 3,727 $579K No change
XLK SS Technology Select Sector 0.16% 2,547 $576K Reduce -4.0%
NOW ServiceNow Inc. 0.16% 717 $564K Add +65.6%
WSFS WSFS Financial Corp. 0.16% 11,886 $559K No change
HSY The Hershey Co. 0.15% 3,027 $556K No change
INCY Incyte Corp. 0.15% 8,854 $537K Add +77.9%
PEP Pepsico Inc. 0.15% 3,234 $533K Reduce -2.1%
PWR Quanta Services Inc. 0.14% 2,050 $521K No change
SNPS Synopsys Inc. 0.14% 845 $503K Add +43.2%
ANET Arista Networks Inc. 0.13% 1,358 $476K Add +47.8%
LMT Lockheed Martin Corp. 0.13% 1,000 $467K Reduce -1.7%
DAR Darling Ingredients Inc. 0.13% 12,442 $457K Add +71.9%
LNTH Lantheus Holdings Inc. 0.12% 5,528 $444K Add +37.9%
PPG PPG Industries Inc. 0.12% 3,486 $439K No change
ISRG Intuitive Surgical Inc. 0.12% 977 $435K Add +57.8%
AMGN Amgen Inc. 0.12% 1,383 $432K Reduce -3.1%
PG The Procter & Gamble Co. 0.12% 2,559 $422K Add +8.2%
MET Metlife Inc. 0.12% 6,005 $421K Reduce -0.9%
TDG Transdigm Group Inc. 0.11% 317 $405K Add +48.1%
WM Waste Management Inc. 0.11% 1,884 $402K Reduce -8.9%
EXLS Exlservice Holdings Inc. 0.11% 12,730 $399K New
PM Philip Morris International 0.11% 3,890 $394K No change
KO The Coca-Cola Co. 0.11% 6,182 $393K No change
VZ Verizon Communications Inc. 0.11% 9,385 $387K Reduce -0.6%
ADSK Autodesk Inc. 0.10% 1,508 $373K Add +89.9%
DE Deere & Co. 0.10% 993 $371K No change
ULTA Ulta Beauty Inc. 0.10% 927 $358K Add +91.9%
RMD Resmed Inc. 0.10% 1,853 $355K Add +51.4%
IT Gartner Inc. 0.10% 780 $350K New
MNST Monster Beverage Corp. 0.10% 6,967 $348K Add +71.5%
LW Lamb Weston Holdings Inc. 0.09% 4,064 $342K Add +79.3%
CAT Caterpillar Inc. 0.09% 1,005 $335K Reduce -0.2%
CMCSA Comcast Corp. Class A 0.09% 8,453 $331K Add +0.1%
MTCH Match Group Inc. 0.09% 10,827 $329K Add +89.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 3,224 $320K Reduce -4.5%
VEEV Veeva Systems Inc. Class A 0.09% 1,745 $319K Add +72.9%
IVV iShares Core S&P 500 ETF 0.09% 583 $319K Reduce -10.0%
ITOT iShares Core S&P Total U.S. 0.09% 2,680 $318K No change
MCD McDonald's Corp. 0.09% 1,232 $314K Add +0.7%
PPL PPL Corp. 0.09% 11,156 $308K No change
ABT Abbott Laboratories 0.09% 2,960 $308K Reduce -6.2%
MKSI MKS Inc. filed as MKS INSTRS INC 0.08% 2,269 $296K Reduce -93.0%
WMT Walmart Inc. 0.08% 4,360 $295K Reduce -8.6%
IWF iShares Russell 1000 Growth 0.08% 803 $293K No change
CSCO Cisco Systems Inc. 0.08% 6,044 $287K Add +3.0%
WSO Watsco Inc. 0.08% 619 $287K Reduce -6.1%
BP BP PLC-Spons ADR 0.08% 7,938 $287K No change
PFE Pfizer Inc. 0.08% 10,170 $285K Reduce -1.8%
VEA Vanguard Ftse Developed ETF 0.08% 5,687 $281K No change
CDW CDW Corp. 0.08% 1,243 $278K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.08% 867 $272K Reduce -22.2%
BNDX Vanguard Total Intl Bond ETF 0.07% 5,479 $267K No change
T AT&T Inc. 0.07% 13,713 $262K Add +12.9%
EXC Exelon Corp. 0.07% 7,345 $254K No change
APD Air Products & Chemicals Inc. 0.07% 977 $252K No change
FLO Flowers Foods Inc. 0.07% 11,301 $251K Add +10.4%
BA The Boeing Co. 0.07% 1,372 $250K No change
MO Altria Group Inc. 0.07% 5,330 $243K No change
GOOG Alphabet Inc. Class C 0.07% 1,320 $242K No change
CTAS Cintas Corp. 0.07% 340 $238K No change
CME Cme Group Inc. 0.07% 1,211 $238K Reduce -2.8%
NVDA Nvidia Corp. 0.07% 1,920 $237K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.07% 1,994 $236K No change
WEC WEC Energy Group Inc. 0.07% 2,986 $234K Add +9.3%
PEG Public Service Enterprise GP 0.07% 3,176 $234K No change
DHI D.R. Horton Inc. 0.06% 1,621 $228K No change
KMI Kinder Morgan Inc. 0.06% 11,443 $227K Reduce -1.2%
SO The Southern Co. 0.06% 2,926 $227K No change
GPC Genuine Parts Co. 0.06% 1,533 $212K Reduce -2.6%
PLD Prologis Inc. 0.06% 1,832 $206K Add +0.8%
BAH Booz Allen Hamilton Holdings 0.06% 1,310 $202K New

Portfolio Sells Q1 2024 → Q2 2024
MKSI MKS Inc. Reduce -93.0% 0.08% −1.14
VOO Vanguard S&P 500 ETF Reduce -14.8% 6.45% −0.93
EL Estee Lauder Companies Class A Reduce -0.7% 1.18% −0.57
CRL Charles River Laboratories Reduce -2.3% 0.93% −0.34
POOL Pool Corp. Reduce -0.4% 0.81% −0.27
CRM Salesforce Inc. Reduce -0.7% 1.37% −0.27
JNJ Johnson & Johnson Reduce -0.1% 2.15% −0.21
SHW The Sherwin-Williams Co. Reduce -2.6% 0.98% −0.21
A Agilent Technologies Inc. Reduce -1.9% 1.03% −0.16
V Visa Inc. Class A Reduce -2.1% 1.56% −0.16
XLE SS Energy Select Sector Reduce -0.6% 2.43% −0.14
SWKS Skyworks Solutions Inc. Reduce -4.9% 1.03% −0.09
MDLZ Mondelez International Inc. Class A Reduce -0.4% 0.94% −0.08
SSNC Ss&c Technologies Holdings Reduce -2.6% 1.08% −0.07
ADI Analog Devices Inc. Sold out 0.00% −0.07
VRSK Verisk Analytics Inc. Sold out 0.00% −0.07
AXP American Express Co. Reduce -5.5% 1.15% −0.06
NSC Norfolk Southern Corp. Reduce -4.1% 0.22% −0.06
IJH iShares Core S&P Midcap ETF Reduce -1.4% 0.82% −0.05
SCHW Schwab (charles) Corp. Reduce -4.2% 1.10% −0.04
ROP Roper Technologies Inc. Reduce -1.4% 1.57% −0.04
HD Home Depot Inc. Reduce -5.1% 0.19% −0.04
DIS The Walt Disney Co. Reduce -4.5% 0.09% −0.03
JPM JPMorgan Chase & Co. Reduce -3.7% 0.42% −0.02
ABT Abbott Laboratories Reduce -6.2% 0.09% −0.02
PEP Pepsico Inc. Reduce -2.1% 0.15% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -22.2% 0.08% −0.01
WM Waste Management Inc. Reduce -8.9% 0.11% −0.01
FDX FedEx Corp. Reduce -3.0% 1.26% −0.01
TEL Te Connectivity Ltd. Reduce -3.2% 1.10% −0.01
CAT Caterpillar Inc. Reduce -0.2% 0.09% −0.01
GPC Genuine Parts Co. Reduce -2.6% 0.06% −0.01
CME Cme Group Inc. Reduce -2.8% 0.07% −0.01
XOM Exxon Mobil Corp. Reduce -0.4% 0.34% −0.01
MET Metlife Inc. Reduce -0.9% 0.12% −0.01
IVV iShares Core S&P 500 ETF Reduce -10.0% 0.09% −0.01
UNH Unitedhealth Group Inc. Reduce -2.0% 1.21% −0.01
CVX Chevron Corp. Reduce -0.8% 0.18% −0.01
VZ Verizon Communications Inc. Reduce -0.6% 0.11% −0.00
PFE Pfizer Inc. Reduce -1.8% 0.08% −0.00
WSO Watsco Inc. Reduce -6.1% 0.08% −0.00
LMT Lockheed Martin Corp. Reduce -1.7% 0.13% −0.00
WMT Walmart Inc. Reduce -8.6% 0.08% +0.00
META Meta Platforms Inc. Class A Reduce -2.4% 2.66% +0.00
HON Honeywell International Inc. Reduce -2.4% 1.14% +0.00
KMI Kinder Morgan Inc. Reduce -1.2% 0.06% +0.00
XLK SS Technology Select Sector Reduce -4.0% 0.16% +0.00
AMGN Amgen Inc. Reduce -3.1% 0.12% +0.01
TJX TJX Companies Inc. Reduce -2.2% 1.15% +0.05
REGN Regeneron Pharmaceuticals Reduce -2.7% 1.66% +0.08

Portfolio Buys Q1 2024 → Q2 2024
AVGO Broadcom Inc. Add +397.1% 1.68% +1.40
AAPL Apple Inc. Add +1.4% 4.50% +0.84
VXUS Vanguard Total Intl Stock Add +4.1% 13.77% +0.37
VTI VG Morningstar TS MKT ETF-US Add +538.1% 0.38% +0.32
EXLS Exlservice Holdings Inc. New 0.11% +0.11
IT Gartner Inc. New 0.10% +0.10
ADBE Adobe Inc. Add +75.5% 0.18% +0.08
SPGI S&P Global Inc. Add +3.6% 1.25% +0.08
ZTS Zoetis Inc. Add +6.1% 1.09% +0.07
SPAB SS SPDR P Agg Bond ETF Add +4.9% 2.66% +0.07
INCY Incyte Corp. Add +77.9% 0.15% +0.07
NVDA Nvidia Corp. New 0.07% +0.07
NOW ServiceNow Inc. Add +65.6% 0.16% +0.06
ECL Ecolab Inc. Add +53.6% 0.17% +0.06
ICE Intercontinental Exchange Inc. Add +55.7% 0.17% +0.06
ANET Arista Networks Inc. Add +47.8% 0.13% +0.06
BAH Booz Allen Hamilton Holdings New 0.06% +0.06
LNTH Lantheus Holdings Inc. Add +37.9% 0.12% +0.05
ISRG Intuitive Surgical Inc. Add +57.8% 0.12% +0.05
ADSK Autodesk Inc. Add +89.9% 0.10% +0.05
FTNT Fortinet Inc. Add +52.3% 0.18% +0.05
SNPS Synopsys Inc. Add +43.2% 0.14% +0.04
URI United Rentals Inc. Add +52.6% 0.16% +0.04
TDG Transdigm Group Inc. Add +48.1% 0.11% +0.04
MTCH Match Group Inc. Add +89.9% 0.09% +0.03
DAR Darling Ingredients Inc. Add +71.9% 0.13% +0.03
RMD Resmed Inc. Add +51.4% 0.10% +0.03
BX Blackstone Inc. Add +30.9% 0.17% +0.03
MNST Monster Beverage Corp. Add +71.5% 0.10% +0.03
ULTA Ulta Beauty Inc. Add +91.9% 0.10% +0.03
LW Lamb Weston Holdings Inc. Add +79.3% 0.09% +0.03
VEEV Veeva Systems Inc. Class A Add +72.9% 0.09% +0.02
ANAYX AB Global Bond-Adv Add +3.9% 1.07% +0.02
IJR iShares Core S&P Small-Cap E Add +7.0% 0.82% +0.01
T AT&T Inc. Add +12.9% 0.07% +0.01
PG The Procter & Gamble Co. Add +8.2% 0.12% +0.01
WEC WEC Energy Group Inc. Add +9.3% 0.07% +0.00
FLO Flowers Foods Inc. Add +10.4% 0.07% +0.00
CSCO Cisco Systems Inc. Add +3.0% 0.08% −0.00
AMT American Tower Corp. Add +2.6% 1.61% −0.01
PLD Prologis Inc. Add +0.8% 0.06% −0.01
MCD McDonald's Corp. Add +0.7% 0.09% −0.01
MRK Merck & Co. Inc. Add +4.5% 0.31% −0.01
CMCSA Comcast Corp. Class A Add +0.1% 0.09% −0.01
ACN Accenture PLC Class A Add +6.5% 0.97% −0.08
TMO Thermo Fisher Scientific Inc. Add +1.0% 1.72% −0.09
BLK BlackRock Finance Inc. Add +1.8% 1.78% −0.10
NKE Nike Inc. Class B Add +4.2% 0.84% −0.18

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