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 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 $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's UHS Position: Q1 2026 in Review

AE Wealth Management reduced its Universal Health Services (UHS) stake by 32% in Q1 2026, selling an estimated $123K and leaving 1,259 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

AE Wealth Management first reported a position in UHS in Q3 2020 and has held it in 6 quarters since. The position peaked at $677K in Q2 2023. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

AE Wealth Management held 1,259 shares of Universal Health Services worth $225K as of Q1 2026.
AE Wealth Management sold 600 Universal Health Services shares in Q1 2026, an estimated $123K.
Universal Health Services made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1543 holding.
AE Wealth Management first reported a position in Universal Health Services in Q3 2020 and has held it in 6 quarters since.
AE Wealth Management's Universal Health Services position peaked at $677K in Q2 2023.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.