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Avion Wealth’s Universal Health Services UHS Stock Holding History

Avion Wealth’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 		$3K Buy
23
+1
+5% +$163 ﹤0.01% 1000
2026
Q1 		$3K Sell
22
-4
-15% -$822 ﹤0.01% 819
2025
Q4 		$5K Buy
26
+1
+4% +$221 ﹤0.01% 676
2025
Q3 		$5K Sell
25
-3
-11% -$540 ﹤0.01% 668
2025
Q2 		$5K Buy
28
+1
+4% +$180 ﹤0.01% 644
2025
Q1 		$4K Hold
27
– – ﹤0.01% 609
2024
Q4 		$4K Buy
27
+5
+23% +$1.02K ﹤0.01% 607
2024
Q3 		$5K Hold
22
– – ﹤0.01% 541
2024
Q2 		$4K Buy
22
+3
+16% +$531 ﹤0.01% 533
2024
Q1 		$4K Sell
19
-19
-50% -$3.14K ﹤0.01% 523
2023
Q4 		$6K Sell
38
-12
-24% -$1.61K ﹤0.01% 381
2023
Q3 		$6K Buy
50
+12
+32% +$1.64K ﹤0.01% 342
2023
Q2 		$5K Sell
38
-71
-65% -$9.9K ﹤0.01% 364
2023
Q1 		$15K Hold
109
– – ﹤0.01% 239
2022
Q4 		$9K Hold
109
– – ﹤0.01% 271
2022
Q3 		$10K Hold
109
– – ﹤0.01% 267
2022
Q2 		$11K Hold
109
– – ﹤0.01% 254
2022
Q1 		$16K Hold
109
– – ﹤0.01% 195
2021
Q4 		$14K Buy
109
+81
+289% +$10.4K ﹤0.01% 211
2021
Q3 		$4K Hold
28
– – ﹤0.01% 298
2021
Q2 		$4K Sell
28
-154
-85% -$23.3K ﹤0.01% 284
2021
Q1 		$24K Hold
182
– – 0.01% 161
2020
Q4 		$25K Hold
182
– – 0.01% 169
2020
Q3 		$19K Hold
182
– – 0.01% 144
2020
Q2 		$17K Hold
182
– – 0.01% 139
2020
Q1 		$18K Buy
+182
New +$23K 0.01% 133

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Avion Wealth's UHS Position: Q2 2026 in Review

Avion Wealth increased its Universal Health Services (UHS) stake by 4.5% in Q2 2026, buying an estimated $163 and bringing the position to 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Avion Wealth first reported a position in UHS in Q1 2020 and has held it in 26 quarters since. The position peaked at $25K in Q4 2020. 595 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Avion Wealth held 23 shares of Universal Health Services worth $3K as of Q2 2026.
  • Avion Wealth bought 1 Universal Health Services share in Q2 2026, an estimated $163.
  • Universal Health Services made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1000 holding.
  • Avion Wealth first reported a position in Universal Health Services in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Universal Health Services position peaked at $25K in Q4 2020.
  • 595 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.