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Addison Advisors’s Universal Health Services UHS Stock Holding History

Addison Advisors’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 		$1.78K Buy
12
+10
+500% +$1.63K ﹤0.01% 586
2026
Q1 		$358 Buy
+2
New +$411 ﹤0.01% 948
2025
Q3 		– Sell
-5
Closed -$906 – 914
2025
Q2 		$906 Buy
+5
New +$902 ﹤0.01% 822
2023
Q1 		– Sell
-2
Closed -$282 – 783
2022
Q4 		$282 Hold
2
– – ﹤0.01% 737
2022
Q3 		$0 Hold
2
– – ﹤0.01% 773
2022
Q2 		$0 Hold
2
– – ﹤0.01% 778
2022
Q1 		$0 Hold
2
– – ﹤0.01% 791
2021
Q4 		$0 Buy
+2
New +$257 ﹤0.01% 720

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

Addison Advisors's UHS Position: Q2 2026 in Review

Addison Advisors increased its Universal Health Services (UHS) stake by 500% in Q2 2026, buying an estimated $1.63K and bringing the position to 12 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Addison Advisors first reported a position in UHS in Q4 2021 and has held it in 8 quarters since. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Addison Advisors held 12 shares of Universal Health Services worth $1.78K as of Q2 2026.
  • Addison Advisors bought 10 Universal Health Services shares in Q2 2026, an estimated $1.63K.
  • Universal Health Services made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #586 holding.
  • Addison Advisors first reported a position in Universal Health Services in Q4 2021 and has held it in 8 quarters since.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.