AAS
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Avantax Advisory Services’s Universal Health Services UHS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$855K Buy
4,719
+129
+3% +$23.3K ﹤0.01% 1261
2025
Q1 		$862K Buy
4,590
+595
+15% +$109K 0.01% 1175
2024
Q4 		$717K Sell
3,995
-6
-0.1% -$1.22K ﹤0.01% 1226
2024
Q3 		$916K Buy
+4,001
New +$862K 0.01% 1076

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avantax Advisory Services's UHS Position: Q2 2025 in Review

Avantax Advisory Services increased its Universal Health Services (UHS) stake by 2.8% in Q2 2025, buying an estimated $23.3K and bringing the position to 4,719 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Avantax Advisory Services first reported a position in UHS in Q3 2024 and has held it in 4 quarters since. The position peaked at $916K in Q3 2024. 622 funds tracked by Wall St. Rank hold UHS as of Q2 2025.

  • Avantax Advisory Services held 4,719 shares of Universal Health Services worth $855K as of Q2 2025.
  • Avantax Advisory Services bought 129 Universal Health Services shares in Q2 2025, an estimated $23.3K.
  • Universal Health Services made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1261 holding.
  • Avantax Advisory Services first reported a position in Universal Health Services in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Universal Health Services position peaked at $916K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.