UNIVEST FINANCIAL Corp reported 201 positions worth $1.36B for the quarter ended Sep 30, 2026, up 1.6% on the prior quarter. It opened 11 new positions, added to 103, trimmed 75 and exited 4. Its largest holding is Apple Inc. at 8.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | +130.7K | – | $11.02M | 0.813% |
| NOW ServiceNow, Inc. | +59.4K | +153.1% | $7.96M | 0.971% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +12.7K | +140.7% | $6.66M | 0.84% |
| PH Parker-Hannifin Corp | +6,367 | +100.1% | $6.08M | 0.897% |
| META Meta Platforms, Inc. | +5,848 | +9.2% | $4.24M | 3.72% |
| NXPI NXP Semiconductors N.V. | +17.2K | – | $4.08M | 0.301% |
| NVDA Nvidia Corp | +16.6K | +5.0% | $3.79M | 5.84% |
| ALNY Alnylam Pharmaceuticals, Inc. | +12.9K | – | $3.19M | 0.235% |
| AVGO Broadcom Inc. | +7,752 | +5.5% | $2.72M | 3.83% |
| AXON Axon Enterprise, Inc. | +5,357 | – | $2.26M | 0.167% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADBE Adobe Inc. | -22.3K | -84.4% | $5.36M | 0.073% |
| TMO Thermo Fisher Scientific Inc. | -7,773 | -23.0% | $5.25M | 1.3% |
| ACN Accenture plc | -24.4K | -81.7% | $4.48M | 0.074% |
| V Visa Inc. | -10.7K | -13.9% | $3.85M | 1.76% |
| AAPL Apple Inc. | -11.0K | -3.1% | $3.66M | 8.51% |
| FICO Fair Isaac Corp | -5,990 | -43.4% | $3.55M | 0.341% |
| FTNT Fortinet, Inc. | -19.1K | -26.6% | $3.42M | 0.695% |
| ZTS Zoetis Inc. | -47.2K | -91.0% | $3.30M | 0.024% |
| BLK BlackRock, Inc. | -2,747 | -14.8% | $2.91M | 1.23% |
| MU Micron Technology Inc | -2,723 | -4.4% | $2.90M | 4.67% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| APH Amphenol Corp | +130.7K | $11.02M | 0.813% |
| NXPI NXP Semiconductors N.V. | +17.2K | $4.08M | 0.301% |
| ALNY Alnylam Pharmaceuticals, Inc. | +12.9K | $3.19M | 0.235% |
| AXON Axon Enterprise, Inc. | +5,357 | $2.26M | 0.167% |
| OTIS Otis Worldwide Corp | +14.1K | $906.08K | 0.067% |
| PANW Palo Alto Networks Inc | +759 | $301.56K | 0.022% |
| VLO Valero Energy Corp | +750 | $290.71K | 0.021% |
| GILD Gilead Sciences, Inc. | +1,845 | $275.02K | 0.02% |
| VEEV Veeva Systems Inc | +817 | $233.21K | 0.017% |
| BNY Bank of New York Mellon Corp | +1,563 | $226.07K | 0.017% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 346.5K | $115.38M | 8.51% | -11.0K | -3.1% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 179.8K | $92.20M | 6.8% | -3,521 | -1.9% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 233.7K | $80.43M | 5.93% | -7,747 | -3.2% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 346.9K | $79.23M | 5.84% | +16.6K | +5.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 261.2K | $65.09M | 4.8% | -8,138 | -3.0% | Reduced | 0% |
| 6 | MU Micron Technology Inc | Technology | 59.5K | $63.36M | 4.67% | -2,723 | -4.4% | Reduced | 0.01% |
| 7 | AVGO Broadcom Inc. | Technology | 148.0K | $51.99M | 3.83% | +7,752 | +5.5% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 69.6K | $50.45M | 3.72% | +5,848 | +9.2% | Added | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 32.2K | $37.28M | 2.75% | -1,598 | -4.7% | Reduced | 0% |
| 10 | NEE Nextera Energy Inc | Utilities | 328.0K | $24.85M | 1.83% | -16.7K | -4.9% | Reduced | 0.02% |
| 11 | V Visa Inc. | Financial Services | 66.2K | $23.80M | 1.76% | -10.7K | -13.9% | Reduced | 0% |
| 12 | SPGI S&P Global Inc. | Financial Services | 51.8K | $20.41M | 1.51% | +1,534 | +3.1% | Added | 0.02% |
| 13 | UVSP UNIVEST FINANCIAL Corp | Financial Services | 485.0K | $19.87M | 1.47% | -18.4K | -3.7% | Reduced | 1.76% |
| 14 | JNJ Johnson & Johnson | Healthcare | 69.0K | $18.26M | 1.35% | -510 | -0.7% | Reduced | 0% |
| 15 | TMO Thermo Fisher Scientific Inc. | Healthcare | 26.0K | $17.58M | 1.3% | -7,773 | -23.0% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Univest Financial.
As of its Q3 2026 13F filing, UNIVEST FINANCIAL Corp’s five largest positions were Apple Inc. (AAPL) at 8.5%, Microsoft Corp (MSFT) at 6.8%, Alphabet Inc. (GOOGL) at 5.9%, Nvidia Corp (NVDA) at 5.8%, Amazon Com Inc (AMZN) at 4.8% of the reported portfolio.
UNIVEST FINANCIAL Corp reported a 13F portfolio worth $1.36B across 201 positions for Q3 2026. That is up 1.6% from the previous quarter.
Its largest purchases by value were Amphenol Corp ($11.02M), ServiceNow, Inc. ($7.96M), Vertex Pharmaceuticals Inc / Ma ($6.66M). It opened 11 new positions.
Its largest sales by value were Adobe Inc. ($5.36M), Thermo Fisher Scientific Inc. ($5.25M), Accenture plc ($4.48M). It exited 4 positions entirely.
From the Form 13F-HR reports UNIVEST FINANCIAL Corp files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.