Annis Gardner Whiting Capital Advisors’s Universal Health Services UHS Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-7	Closed	-$1.25K	–	1194
2026 Q1	$1.25K	Sell	7 -70	-91%	-$14.4K	﹤0.01%	1116
2025 Q4	$16.8K	Buy	77 +13	+20%	+$2.87K	﹤0.01%	689
2025 Q3	$13.1K	Buy	64 +49	+327%	+$8.82K	﹤0.01%	662
2025 Q2	$2.72K	Buy	15 +5	+50%	+$902	﹤0.01%	919
2025 Q1	$1.88K	Hold	10	–	–	﹤0.01%	689
2024 Q4	$1.79K	Buy	+10	New	+$2.04K	﹤0.01%	696
2024 Q3	–	Sell	-4	Closed	-$740	–	943
2024 Q2	$740	Buy	4 +2	+100%	+$354	﹤0.01%	908
2024 Q1	$365	Buy	+2	New	+$330	﹤0.01%	914

Other funds holding UHS

First Eagle Investment Management New York $59.9B AUM 27.01% 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 $3.37T AUM 44.26% 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

Annis Gardner Whiting Capital Advisors's UHS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Universal Health Services (UHS) in Q2 2026, closing a stake of 7 shares — an estimated $1.25K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UHS in Q1 2024 and held it in 8 quarters. The position peaked at $16.8K in Q4 2025. 588 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Universal Health Services position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 7 Universal Health Services shares in Q2 2026, an estimated $1.25K.
Annis Gardner Whiting Capital Advisors first reported a position in Universal Health Services in Q1 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Universal Health Services position peaked at $16.8K in Q4 2025.
588 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.