Baker Avenue Asset Management’s Universal Health Services UHS Stock Holding History

Baker Avenue Asset 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
2026 Q1	$365K	Sell	2,042 -513	-20%	-$105K	0.01%	542
2025 Q4	$557K	Buy	2,555 +809	+46%	+$179K	0.01%	349
2025 Q3	$357K	Buy	+1,746	New	+$314K	0.01%	437
2025 Q2	–	Sell	-1,285	Closed	-$241K	–	544
2025 Q1	$241K	Sell	1,285 -13,172	-91%	-$2.4M	0.01%	401
2024 Q4	$2.59M	Buy	14,457 +1,962	+16%	+$400K	0.08%	169
2024 Q3	$2.86M	Buy	12,495 +1,676	+15%	+$361K	0.09%	152
2024 Q2	$2M	Buy	10,819 +534	+5%	+$94.5K	0.07%	173
2024 Q1	$1.88M	Buy	+10,285	New	+$1.7M	0.07%	174
2023 Q4	–	Sell	-30	Closed	-$3.77K	–	1426
2023 Q3	$3.77K	Buy	30 +23	+329%	+$3.14K	﹤0.01%	1004
2023 Q2	$1.1K	Sell	7 -23	-77%	-$3.21K	﹤0.01%	1143
2023 Q1	$3.81K	Buy	30 +23	+329%	+$3.17K	﹤0.01%	894
2022 Q4	$986	Buy	+7	New	+$826	﹤0.01%	1107

Other funds holding UHS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Baker Avenue Asset Management's UHS Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Universal Health Services (UHS) stake by 20% in Q1 2026, selling an estimated $105K and leaving 2,042 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #542.

Baker Avenue Asset Management first reported a position in UHS in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.86M in Q3 2024. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Baker Avenue Asset Management held 2,042 shares of Universal Health Services worth $365K as of Q1 2026.
Baker Avenue Asset Management sold 513 Universal Health Services shares in Q1 2026, an estimated $105K.
Universal Health Services made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #542 holding.
Baker Avenue Asset Management first reported a position in Universal Health Services in Q4 2022 and has held it in 12 quarters since.
Baker Avenue Asset Management's Universal Health Services position peaked at $2.86M in Q3 2024.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.