AssetMark Inc’s Universal Health Services UHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7K Sell
146
-313
-68% -$50.9K ﹤0.01% 2147
2026
Q1
$82.2K Sell
459
-76
-14% -$15.6K ﹤0.01% 1607
2025
Q4
$117K Buy
535
+22
+4% +$4.86K ﹤0.01% 1447
2025
Q3
$105K Sell
513
-434
-46% -$78.1K ﹤0.01% 1429
2025
Q2
$172K Sell
947
-6
-0.6% -$1.08K ﹤0.01% 1257
2025
Q1
$179K Sell
953
-10,699
-92% -$1.95M ﹤0.01% 1165
2024
Q4
$2.09M Sell
11,652
-7,207
-38% -$1.47M 0.01% 698
2024
Q3
$4.32M Buy
18,859
+1,529
+9% +$329K 0.01% 475
2024
Q2
$3.2M Buy
17,330
+1,904
+12% +$337K 0.01% 509
2024
Q1
$2.81M Buy
15,426
+3,491
+29% +$577K 0.01% 515
2023
Q4
$1.82M Buy
11,935
+5,149
+76% +$693K 0.01% 552
2023
Q3
$853K Buy
6,786
+490
+8% +$66.9K ﹤0.01% 647
2023
Q2
$993K Buy
6,296
+666
+12% +$92.9K ﹤0.01% 612
2023
Q1
$716K Buy
5,630
+947
+20% +$131K ﹤0.01% 657
2022
Q4
$660K Buy
+4,683
New +$553K ﹤0.01% 668
2021
Q4
Sell
-28
Closed -$4K 1646
2021
Q3
$4K Buy
+28
New +$4.24K ﹤0.01% 1197
2021
Q2
Sell
-3
Closed 1547
2021
Q1
$0 Buy
+3
New +$398 ﹤0.01% 1540
2020
Q4
Sell
-100
Closed -$11K 1494
2020
Q3
$11K Sell
100
-115
-53% -$12.3K ﹤0.01% 905
2020
Q2
$20K Sell
215
-19
-8% -$1.9K ﹤0.01% 799
2020
Q1
$23K Sell
234
-105
-31% -$13.3K ﹤0.01% 842
2019
Q4
$49K Buy
339
+2
+0.6% +$285 ﹤0.01% 753
2019
Q3
$50K Sell
337
-13
-4% -$1.87K ﹤0.01% 712
2019
Q2
$46K Hold
350
﹤0.01% 717
2019
Q1
$47K Sell
350
-78
-18% -$10.3K ﹤0.01% 712
2018
Q4
$50K Buy
+428
New +$53.8K ﹤0.01% 686
2018
Q1
Sell
-28
Closed -$3K 1997
2017
Q4
$3K Buy
28
+7
+33% +$748 ﹤0.01% 1383
2017
Q3
$2K Buy
+21
New +$2.36K ﹤0.01% 1294
2017
Q1
Sell
-1
Closed 1441
2016
Q4
$0 Buy
+1
New +$118 ﹤0.01% 1393
2016
Q1
Sell
-6
Closed -$1K 1412
2015
Q4
$1K Buy
+6
New +$733 ﹤0.01% 1280

Other funds holding UHS

AssetMark Inc's UHS Position: Q2 2026 in Review

AssetMark Inc reduced its Universal Health Services (UHS) stake by 68% in Q2 2026, selling an estimated $50.9K and leaving 146 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

AssetMark Inc first reported a position in UHS in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.32M in Q3 2024. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • AssetMark Inc held 146 shares of Universal Health Services worth $21.7K as of Q2 2026.
  • AssetMark Inc sold 313 Universal Health Services shares in Q2 2026, an estimated $50.9K.
  • Universal Health Services made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2147 holding.
  • AssetMark Inc first reported a position in Universal Health Services in Q4 2015 and has held it in 29 quarters since.
  • AssetMark Inc's Universal Health Services position peaked at $4.32M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.