AF
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Allworth Financial’s Universal Health Services UHS Stock Holding History

Allworth Financial’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 		$192K Sell
1,288
-976
-43% -$159K ﹤0.01% 1513
2026
Q1 		$405K Buy
2,264
+81
+4% +$16.6K ﹤0.01% 1046
2025
Q4 		$476K Sell
2,183
-977
-31% -$216K ﹤0.01% 950
2025
Q3 		$646K Sell
3,160
-248
-7% -$44.6K ﹤0.01% 798
2025
Q2 		$617K Buy
3,408
+137
+4% +$24.7K ﹤0.01% 774
2025
Q1 		$569K Buy
3,271
+4
+0.1% +$730 ﹤0.01% 653
2024
Q4 		$611K Buy
3,267
+3,201
+4,850% +$652K ﹤0.01% 640
2024
Q3 		$15.1K Buy
66
+13
+25% +$2.8K ﹤0.01% 2079
2024
Q2 		$9.58K Buy
53
+13
+33% +$2.3K ﹤0.01% 2236
2024
Q1 		$7.3K Sell
40
-4
-9% -$661 ﹤0.01% 2242
2023
Q4 		$6.71K Sell
44
-2
-4% -$269 ﹤0.01% 2145
2023
Q3 		$5.78K Buy
46
+15
+48% +$2.05K ﹤0.01% 2048
2023
Q2 		$4.89K Hold
31
– – ﹤0.01% 2104
2023
Q1 		$3.94K Sell
31
-6
-16% -$828 ﹤0.01% 2137
2022
Q4 		$5.21K Buy
37
+17
+85% +$2.01K ﹤0.01% 1875
2022
Q3 		$2K Sell
20
-115
-85% -$11.9K ﹤0.01% 2239
2022
Q2 		$14K Buy
+135
New +$16.9K ﹤0.01% 1418
2021
Q2 		– Sell
-2
Closed – – 1667
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1621
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1440
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1270
2020
Q2 		$0 Sell
2
-112
-98% -$11.2K ﹤0.01% 1378
2020
Q1 		$11K Buy
+114
New +$14.4K ﹤0.01% 686

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

Allworth Financial's UHS Position: Q2 2026 in Review

Allworth Financial reduced its Universal Health Services (UHS) stake by 43% in Q2 2026, selling an estimated $159K and leaving 1,288 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Allworth Financial first reported a position in UHS in Q1 2020 and has held it in 22 quarters since. The position peaked at $646K in Q3 2025. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Allworth Financial held 1,288 shares of Universal Health Services worth $192K as of Q2 2026.
  • Allworth Financial sold 976 Universal Health Services shares in Q2 2026, an estimated $159K.
  • Universal Health Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1513 holding.
  • Allworth Financial first reported a position in Universal Health Services in Q1 2020 and has held it in 22 quarters since.
  • Allworth Financial's Universal Health Services position peaked at $646K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.