BCWM
UHS icon

Bartlett & Co Wealth Management’s Universal Health Services UHS Stock Holding History

Bartlett & Co 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
Q1 		$2.49K Buy
15
+1
+7% +$205 ﹤0.01% 1099
2025
Q4 		$3.05K Hold
14
– – ﹤0.01% 1089
2025
Q3 		$2.86K Buy
+14
New +$2.52K ﹤0.01% 1066

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's UHS Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Universal Health Services (UHS) stake by 7.1% in Q1 2026, buying an estimated $205 and bringing the position to 15 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Bartlett & Co Wealth Management first reported a position in UHS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05K in Q4 2025. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

  • Bartlett & Co Wealth Management held 15 shares of Universal Health Services worth $2.49K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 1 Universal Health Services share in Q1 2026, an estimated $205.
  • Universal Health Services made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1099 holding.
  • Bartlett & Co Wealth Management first reported a position in Universal Health Services in Q3 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Universal Health Services position peaked at $3.05K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.