BAM Wealth Management
UHS icon

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

BAM 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
2026
Q3 		$483K Sell
2,774
-20
-0.7% -$3.35K 0.26% 100
2026
Q2 		$415K Buy
+2,794
New +$454K 0.26% 110

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

BAM Wealth Management's UHS Position: Q3 2026 in Review

BAM Wealth Management reduced its Universal Health Services (UHS) stake by 0.72% in Q3 2026, selling an estimated $3.35K and leaving 2,774 shares worth $483K. The position accounts for 0.26% of the portfolio, ranked #100.

BAM Wealth Management first reported a position in UHS in Q2 2026 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold UHS as of Q3 2026.

  • BAM Wealth Management held 2,774 shares of Universal Health Services worth $483K as of Q3 2026.
  • BAM Wealth Management sold 20 Universal Health Services shares in Q3 2026, an estimated $3.35K.
  • Universal Health Services made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #100 holding.
  • BAM Wealth Management first reported a position in Universal Health Services in Q2 2026 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.