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Atria Wealth Solutions’s Universal Health Services UHS Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-6,536
Closed -$1.5M – 2095
2024
Q3 		$1.5M Buy
+6,536
New +$1.41M 0.02% 756
2023
Q3 		– Sell
-3,178
Closed -$501K – 1985
2023
Q2 		$501K Sell
3,178
-314
-9% -$43.8K 0.01% 1160
2023
Q1 		$444K Buy
3,492
+1,068
+44% +$147K 0.01% 1200
2022
Q4 		$342K Buy
+2,424
New +$286K 0.01% 1282

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Wealth Solutions's UHS Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 6,536 shares — an estimated $1.5M sold.

Atria Wealth Solutions first reported a position in UHS in Q4 2022 and held it in 4 quarters. The position peaked at $1.5M in Q3 2024. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,536 Universal Health Services shares in Q4 2024, an estimated $1.5M.
  • Atria Wealth Solutions first reported a position in Universal Health Services in Q4 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Universal Health Services position peaked at $1.5M in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.