Avior Wealth Management’s Universal Health Services UHS Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-22	Closed	-$3.95K	–	2235
2024 Q4	$3.95K	Sell	22 -8	-27%	-$1.63K	﹤0.01%	1942
2024 Q3	$6.87K	Buy	30 +26	+650%	+$5.6K	﹤0.01%	1669
2024 Q2	$739	Sell	4 -30	-88%	-$5.31K	﹤0.01%	2069
2024 Q1	$6.2K	Buy	+34	New	+$5.62K	﹤0.01%	2019
2019 Q1	–	Sell	-1,492	Closed	-$173K	–	719
2018 Q4	$173K	Hold	1,492	–	–	0.04%	337
2018 Q3	$191K	Hold	1,492	–	–	0.04%	352
2018 Q2	$166K	Sell	1,492 -18	-1%	-$2.11K	0.04%	368
2018 Q1	$179K	Sell	1,510 -104	-6%	-$12.4K	0.04%	343
2017 Q4	$183K	Buy	+1,614	New	+$172K	0.04%	356

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's UHS Position: Q1 2025 in Review

Avior Wealth Management sold out of Universal Health Services (UHS) in Q1 2025, closing a stake of 22 shares — an estimated $3.95K sold.

Avior Wealth Management first reported a position in UHS in Q4 2017 and held it in 9 quarters. The position peaked at $191K in Q3 2018. 617 funds tracked by Wall St. Rank hold UHS as of Q1 2025.

Avior Wealth Management reported no remaining Universal Health Services position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 22 Universal Health Services shares in Q1 2025, an estimated $3.95K.
Avior Wealth Management first reported a position in Universal Health Services in Q4 2017 and held it in 9 quarters.
Avior Wealth Management's Universal Health Services position peaked at $191K in Q3 2018.
617 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.