AE Wealth Management’s Universal Health Services UHS Stock Holding History

AE Wealth Management’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	$213K	Buy	1,430 +171	+14%	+$27.8K	﹤0.01%	1686
2026 Q1	$225K	Sell	1,259 -600	-32%	-$123K	﹤0.01%	1543
2025 Q4	$405K	Buy	+1,859	New	+$411K	﹤0.01%	1159
2024 Q1	–	Sell	-2,195	Closed	-$346K	–	1936
2023 Q4	$346K	Buy	+2,195	New	+$295K	﹤0.01%	1635
2023 Q3	–	Sell	-4,294	Closed	-$677K	–	2076
2023 Q2	$677K	Buy	4,294 +2,401	+127%	+$335K	﹤0.01%	1249
2023 Q1	$241K	Buy	+1,893	New	+$261K	﹤0.01%	1648
2020 Q4	–	Sell	-3,527	Closed	-$377K	–	1432
2020 Q3	$377K	Buy	+3,527	New	+$377K	0.01%	963

Other funds holding UHS

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's UHS Position: Q2 2026 in Review

AE Wealth Management increased its Universal Health Services (UHS) stake by 14% in Q2 2026, buying an estimated $27.8K and bringing the position to 1,430 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

AE Wealth Management first reported a position in UHS in Q3 2020 and has held it in 7 quarters since. The position peaked at $677K in Q2 2023. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

AE Wealth Management held 1,430 shares of Universal Health Services worth $213K as of Q2 2026.
AE Wealth Management bought 171 Universal Health Services shares in Q2 2026, an estimated $27.8K.
Universal Health Services made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1686 holding.
AE Wealth Management first reported a position in Universal Health Services in Q3 2020 and has held it in 7 quarters since.
AE Wealth Management's Universal Health Services position peaked at $677K in Q2 2023.
596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.