Rothwell Investment Advisors, LLC’s Universal Health Services UHS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UHS Stock Details UHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$117K	Buy	+672	New	+$113K	0.06%	259

Other funds holding UHS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UHS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Universal Health Services (UHS) in Q3 2026: 672 shares worth $117K. The stake represents 0.06% of the portfolio and ranks #259 among its holdings.

297 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

Rothwell Investment Advisors, LLC held 672 shares of Universal Health Services worth $117K as of Q3 2026.
Universal Health Services was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Universal Health Services made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #259 holding.
297 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.