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Abacus Planning Group’s Universal Health Services UHS Stock Holding History

Abacus Planning Group’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
Q2 		– Sell
-3,356
Closed -$601K – 280
2026
Q1 		$601K Sell
3,356
-92
-3% -$18.9K 0.08% 119
2025
Q4 		$752K Sell
3,448
-697
-17% -$154K 0.1% 100
2025
Q3 		$847K Buy
4,145
+583
+16% +$105K 0.12% 92
2025
Q2 		$645K Buy
+3,562
New +$643K 0.1% 103
2025
Q1 		– Sell
-2,792
Closed -$501K – 243
2024
Q4 		$501K Buy
2,792
+1,779
+176% +$362K 0.09% 118
2024
Q3 		$232K Buy
+1,013
New +$218K 0.04% 188

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Abacus Planning Group's UHS Position: Q2 2026 in Review

Abacus Planning Group sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 3,356 shares — an estimated $601K sold.

Abacus Planning Group first reported a position in UHS in Q3 2024 and held it in 6 quarters. The position peaked at $847K in Q3 2025. 588 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Abacus Planning Group reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
  • Abacus Planning Group sold 3,356 Universal Health Services shares in Q2 2026, an estimated $601K.
  • Abacus Planning Group first reported a position in Universal Health Services in Q3 2024 and held it in 6 quarters.
  • Abacus Planning Group's Universal Health Services position peaked at $847K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.